Kingswood Wealth Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.53M	Buy	35,891 +3,708	+12%	+$158K	0.12%	183
2025 Q1	$1.31M	Buy	32,183 +962	+3%	+$39.2K	0.12%	202
2024 Q4	$1.4M	Buy	31,221 +3,455	+12%	+$155K	0.11%	205
2024 Q3	$1.26M	Buy	27,766 +9,019	+48%	+$410K	0.09%	249
2024 Q2	$779K	Buy	+18,747	New	+$779K	0.07%	288