Magnolia Private Wealth’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	–	Sell	-7,350	Closed	-$300K	–	114
2025 Q1	$300K	Hold	7,350	–	–	0.25%	84
2024 Q4	$330K	Buy	+7,350	New	+$330K	0.28%	77