MWM
Marion Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,019
| Closed | -$327K | – | 139 |
|
|
2025
Q1 | $327K | Buy |
8,019
+522
| +7% | +$21.3K | 0.09% | 102 |
|
|
2024
Q4 | $337K | Buy |
7,497
+163
| +2% | +$7.32K | 0.09% | 104 |
|
|
2024
Q3 | $334K | Buy |
7,334
+1,140
| +18% | +$51.9K | 0.09% | 104 |
|
|
2024
Q2 | $257K | Buy |
6,194
+23
| +0.4% | +$955 | 0.08% | 112 |
|
|
2024
Q1 | $266K | Buy |
6,171
+105
| +2% | +$4.52K | 0.08% | 110 |
|
|
2023
Q4 | $256K | Sell |
6,066
-1,285
| -17% | -$54.2K | 0.08% | 107 |
|
|
2023
Q3 | $271K | Buy |
7,351
+110
| +2% | +$4.06K | 0.1% | 101 |
|
|
2023
Q2 | $281K | Buy |
+7,241
| New | +$281K | 0.1% | 94 |
|