Ironwood Wealth Management (Arizona)’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Sell |
58,436
-48,025
| -45% | -$2.05M | 0.91% | 16 |
|
|
2025
Q1 | $4.34M | Sell |
106,461
-12,231
| -10% | -$499K | 1.33% | 13 |
|
|
2024
Q4 | $5.33M | Sell |
118,692
-10,171
| -8% | -$457K | 1.65% | 12 |
|
|
2024
Q3 | $5.86M | Sell |
128,863
-520
| -0.4% | -$23.7K | 1.76% | 12 |
|
|
2024
Q2 | $5.37M | Buy |
129,383
+5,431
| +4% | +$226K | 1.75% | 12 |
|
|
2024
Q1 | $5.33M | Sell |
123,952
-2,399
| -2% | -$103K | 1.73% | 12 |
|
|
2023
Q4 | $5.33M | Sell |
126,351
-3,134
| -2% | -$132K | 1.78% | 12 |
|
|
2023
Q3 | $4.78M | Sell |
129,485
-39,682
| -23% | -$1.46M | 1.95% | 12 |
|
|
2023
Q2 | $6.57M | Buy |
169,167
+153,218
| +961% | +$5.95M | 2.45% | 10 |
|
|
2023
Q1 | $602K | Sell |
15,949
-2,302
| -13% | -$86.9K | 0.24% | 28 |
|
|
2022
Q4 | $675K | Buy |
18,251
+15,797
| +644% | +$584K | 0.28% | 27 |
|
|
2022
Q3 | $88K | Hold |
2,454
| – | – | 0.04% | 39 |
|
|
2022
Q2 | $88K | Buy |
2,454
+2,382
| +3,308% | +$85.4K | 0.04% | 39 |
|
|
2022
Q1 | $3K | Sell |
72
-362
| -83% | -$15.1K | ﹤0.01% | 53 |
|
|
2021
Q4 | $19K | Hold |
434
| – | – | 0.01% | 42 |
|
|
2021
Q3 | $18K | Hold |
434
| – | – | 0.01% | 42 |
|
|
2021
Q2 | $19K | Buy |
434
+96
| +28% | +$4.2K | 0.01% | 42 |
|
|
2021
Q1 | $14K | Hold |
338
| – | – | 0.01% | 42 |
|
|
2020
Q4 | $12K | Sell |
338
-377
| -53% | -$13.4K | 0.01% | 43 |
|
|
2020
Q3 | $19K | Hold |
715
| – | – | 0.01% | 36 |
|
|
2020
Q2 | $19K | Sell |
715
-1,575
| -69% | -$41.9K | 0.01% | 36 |
|
|
2020
Q1 | $50K | Sell |
2,290
-16,099
| -88% | -$352K | 0.04% | 33 |
|
|
2019
Q4 | $600K | Sell |
18,389
-287
| -2% | -$9.36K | 0.42% | 24 |
|
|
2019
Q3 | $560K | Buy |
18,676
+2,961
| +19% | +$88.8K | 0.42% | 25 |
|
|
2019
Q2 | $482K | Sell |
15,715
-4
| -0% | -$123 | 0.37% | 23 |
|
|
2019
Q1 | $475K | Buy |
15,719
+393
| +3% | +$11.9K | 0.41% | 23 |
|
|
2018
Q4 | $404K | Buy |
15,326
+15,004
| +4,660% | +$396K | 0.39% | 23 |
|
|
2018
Q3 | $11K | Buy |
322
+135
| +72% | +$4.61K | 0.01% | 48 |
|
|
2018
Q2 | $6K | Buy |
+187
| New | +$6K | 0.01% | 53 |
|