Iron Horse Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.56K	Hold	154	–	–	﹤0.01%	339
2025 Q1	$6.28K	Sell	154 -9	-6%	-$396	﹤0.01%	326
2024 Q4	$7.32K	Sell	163 -2	-1%	-$93	﹤0.01%	271
2024 Q3	$7.51K	Hold	165	–	–	﹤0.01%	265
2024 Q2	$6.85K	Hold	165	–	–	﹤0.01%	248
2024 Q1	$7.1K	Sell	165 -77	-32%	-$3.18K	﹤0.01%	230
2023 Q4	$10.2K	Hold	242	–	–	﹤0.01%	186
2023 Q3	$8.93K	Buy	242 +115	+91%	+$4.48K	﹤0.01%	198
2023 Q2	$4.93K	Sell	127 -24	-16%	-$892	﹤0.01%	187
2023 Q1	$5.7K	Sell	151 -4	-3%	-$156	﹤0.01%	190
2022 Q4	$6K	Buy	155 +95	+158%	+$3.56K	﹤0.01%	148
2022 Q3	$2K	Sell	60 -100	-63%	-$3.79K	﹤0.01%	116
2022 Q2	$6K	Sell	160 -34	-18%	-$1.32K	﹤0.01%	143
2022 Q1	$8K	Sell	194 -38	-16%	-$1.6K	﹤0.01%	145
2021 Q4	$10K	Sell	232 -25	-10%	-$1.11K	0.01%	121
2021 Q3	$11K	Sell	257 -15	-6%	-$643	0.01%	107
2021 Q2	$12K	Sell	272 -45	-14%	-$1.96K	0.01%	111
2021 Q1	$13K	Sell	317 -526	-62%	-$21.4K	0.01%	101
2020 Q4	$30K	Buy	+843	New	+$27K	0.02%	78