KWB Wealth’s State Street 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
Q3 | $7.62M | Buy |
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|
2025
Q2 | $7.18M | Sell |
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|
2025
Q1 | $10.5M | Sell |
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|
2024
Q4 | $11.5M | Sell |
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|
2024
Q3 | $11.3M | Buy |
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|
2024
Q2 | $11M | Sell |
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|
2024
Q1 | $11.5M | Sell |
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|
2023
Q4 | $11.5M | Buy |
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|
2023
Q3 | $10.1M | Sell |
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|
2023
Q2 | $10.1M | Buy |
|
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|
2023
Q1 | $7.98M | Buy |
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|
2022
Q4 | $7.96M | Sell |
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|
2022
Q3 | $7.64M | Buy |
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|
2022
Q2 | $6.99M | Sell |
|
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|
2022
Q1 | $18.9M | Sell |
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|
2021
Q4 | $19M | Buy |
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|
2021
Q3 | $9.34M | Buy |
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|
2021
Q2 | $8.26M | Hold |
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|
2021
Q1 | $8.26M | Buy |
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|
2020
Q4 | $6.17M | Buy |
|