IPWA
International Private Wealth Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $580K | Buy |
13,621
+5,493
| +68% | +$234K | 0.5% | 46 |
|
|
2025
Q1 | $331K | Sell |
8,128
-5,494
| -40% | -$224K | 0.32% | 96 |
|
|
2024
Q4 | $612K | Buy |
13,622
+1,494
| +12% | +$67.1K | 0.61% | 38 |
|
|
2024
Q3 | $552K | Buy |
12,128
+4,928
| +68% | +$224K | 0.81% | 25 |
|
|
2024
Q2 | $299K | Buy |
+7,200
| New | +$299K | 0.5% | 69 |
|
|
2024
Q1 | – | Sell |
-8,945
| Closed | -$377K | – | 134 |
|
|
2023
Q4 | $377K | Buy |
+8,945
| New | +$377K | 0.37% | 47 |
|