Keudell/Morrison Wealth Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$256K	Sell	6,002 -1,090	-15%	-$46.4K	0.06%	190
2025 Q1	$289K	Buy	7,092 +810	+13%	+$33K	0.07%	163
2024 Q4	$282K	Buy	6,282 +148	+2%	+$6.65K	0.07%	166
2024 Q3	$279K	Buy	+6,134	New	+$279K	0.08%	168