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