Keeler & Nadler Financial Planning & Wealth Management’s 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
$2.32M Sell
2025
Q1
$2.3M Sell
2024
Q4
$2.55M Sell
2024
Q3
$2.77M Sell
2024
Q2
$2.69M Sell
2024
Q1
$2.87M Sell
2023
Q4
$2.9M Buy