Kestra Private Wealth Services’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
$495K Sell
2025
Q1
$568K Sell
2024
Q4
$799K Buy
2024
Q3
$603K Sell
2024
Q2
$540K Buy
2024
Q1
Sell
2023
Q4
$347K Buy
2023
Q3
$288K Buy
2023
Q2
$264K Buy
2023
Q1
$210K Buy