Lifeworks Advisors’s 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
Q2
$647K Sell
2025
Q1
$643K Sell
2024
Q4
$748K Sell
2024
Q3
$802K Buy
2024
Q2
$328K Buy
2024
Q1
$317K Sell
2023
Q4
$389K Buy
2023
Q3
$319K Sell
2023
Q2
$376K Sell
2023
Q1
$377K Buy