KWM
Kingsview 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 | $2.16M | Buy |
50,705
+556
| +1% | +$23.7K | 0.04% | 427 |
|
|
2025
Q1 | $2.04M | Sell |
50,149
-5,262
| -9% | -$214K | 0.04% | 388 |
|
|
2024
Q4 | $2.49M | Sell |
55,411
-212
| -0.4% | -$9.52K | 0.05% | 335 |
|
|
2024
Q3 | $2.53M | Buy |
55,623
+13,791
| +33% | +$628K | 0.05% | 316 |
|
|
2024
Q2 | $1.74M | Sell |
41,832
-2,295
| -5% | -$95.3K | 0.04% | 384 |
|
|
2024
Q1 | $1.9M | Buy |
44,127
+8,835
| +25% | +$380K | 0.05% | 354 |
|
|
2023
Q4 | $1.49M | Buy |
35,292
+2,378
| +7% | +$100K | 0.04% | 354 |
|
|
2023
Q3 | $1.21M | Buy |
32,914
+1,196
| +4% | +$44.1K | 0.04% | 388 |
|
|
2023
Q2 | $1.23M | Buy |
31,718
+1,637
| +5% | +$63.6K | 0.05% | 345 |
|
|
2023
Q1 | $1.14M | Sell |
30,081
-174
| -0.6% | -$6.57K | 0.05% | 360 |
|
|
2022
Q4 | $1.12M | Buy |
30,255
+22
| +0.1% | +$813 | 0.05% | 321 |
|
|
2022
Q3 | $1.03M | Sell |
30,233
-2,888
| -9% | -$98.4K | 0.05% | 324 |
|
|
2022
Q2 | $1.19M | Buy |
33,121
+10,083
| +44% | +$363K | 0.06% | 321 |
|
|
2022
Q1 | $969K | Sell |
23,038
-3,501
| -13% | -$147K | 0.04% | 403 |
|
|
2021
Q4 | $1.19M | Buy |
26,539
+636
| +2% | +$28.4K | 0.05% | 337 |
|
|
2021
Q3 | $1.1M | Sell |
25,903
-866
| -3% | -$36.9K | 0.05% | 343 |
|
|
2021
Q2 | $1.18M | Buy |
26,769
+2,290
| +9% | +$101K | 0.06% | 328 |
|
|
2021
Q1 | $1.05M | Sell |
24,479
-2,072
| -8% | -$88.8K | 0.06% | 323 |
|
|
2020
Q4 | $951K | Buy |
26,551
+1,467
| +6% | +$52.5K | 0.07% | 291 |
|
|
2020
Q3 | $687K | Buy |
25,084
+1,087
| +5% | +$29.8K | 0.06% | 299 |
|
|
2020
Q2 | $638K | Buy |
23,997
+4,526
| +23% | +$120K | 0.06% | 282 |
|
|
2020
Q1 | $425K | Buy |
19,471
+6,981
| +56% | +$152K | 0.06% | 292 |
|
|
2019
Q4 | $408K | Sell |
12,490
-4,516
| -27% | -$148K | 0.05% | 318 |
|
|
2019
Q3 | $510K | Sell |
17,006
-545
| -3% | -$16.3K | 0.08% | 250 |
|
|
2019
Q2 | $538K | Buy |
17,551
+6,462
| +58% | +$198K | 0.09% | 237 |
|
|
2019
Q1 | $335K | Sell |
11,089
-2,375
| -18% | -$71.7K | 0.05% | 330 |
|
|
2018
Q4 | $355K | Buy |
13,464
+5,913
| +78% | +$156K | 0.08% | 258 |
|
|
2018
Q3 | $251K | Buy |
+7,551
| New | +$251K | 0.05% | 314 |
|