LWMG
Levy Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $297K | Buy |
+7,141
| New | +$297K | 0.08% | 83 |
|
|
2023
Q3 | – | Sell |
-6,182
| Closed | -$240K | – | 111 |
|
|
2023
Q2 | $240K | Buy |
+6,182
| New | +$240K | 0.07% | 100 |
|
|
2023
Q1 | – | Sell |
-6,033
| Closed | -$223K | – | 109 |
|
|
2022
Q4 | $223K | Buy |
+6,033
| New | +$223K | 0.07% | 87 |
|