KNFPWM
Keeler & Nadler Financial Planning & Wealth Management’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 | $2.32M | Sell |
54,408
-2,294
| -4% | -$97.7K | 0.93% | 25 |
|
|
2025
Q1 | $2.3M | Sell |
56,702
-79
| -0.1% | -$3.21K | 1.04% | 23 |
|
|
2024
Q4 | $2.55M | Sell |
56,781
-3,989
| -7% | -$179K | 1.2% | 19 |
|
|
2024
Q3 | $2.77M | Sell |
60,770
-4,003
| -6% | -$182K | 1.35% | 20 |
|
|
2024
Q2 | $2.69M | Sell |
64,773
-1,868
| -3% | -$77.6K | 1.48% | 18 |
|
|
2024
Q1 | $2.87M | Sell |
66,641
-2,136
| -3% | -$91.9K | 1.72% | 16 |
|
|
2023
Q4 | $2.9M | Buy |
+68,777
| New | +$2.9M | 2.1% | 15 |
|