KSWA
Kathleen S. Wright Associates’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 | $65.2K | Hold |
1,530
| – | – | 0.03% | 136 |
|
|
2025
Q1 | $62.4K | Sell |
1,530
-36
| -2% | -$1.47K | 0.03% | 139 |
|
|
2024
Q4 | $70.4K | Hold |
1,566
| – | – | 0.03% | 137 |
|
|
2024
Q3 | $71.3K | Hold |
1,566
| – | – | 0.03% | 138 |
|
|
2024
Q2 | $65.1K | Buy |
+1,566
| New | +$65.1K | 0.03% | 137 |
|