MBE Wealth Management’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 | $274K | Sell |
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|
2025
Q1 | $264K | Sell |
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|
2024
Q4 | $309K | Sell |
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|
2024
Q3 | $334K | Sell |
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|
2024
Q2 | $372K | Sell |
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|
2024
Q1 | $385K | Hold |
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|
2023
Q4 | $378K | Sell |
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|
2023
Q3 | $331K | Sell |
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|
2023
Q2 | $375K | Buy |
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|
2023
Q1 | $364K | Buy |
|
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|
2022
Q4 | $351K | Sell |
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|
2022
Q3 | $329K | Buy |
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|
2022
Q2 | $347K | Sell |
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|
2022
Q1 | $432K | Buy |
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|
2021
Q4 | $453K | Buy |
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|
2021
Q3 | $432K | Sell |
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|
2021
Q2 | $447K | Sell |
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|
2021
Q1 | $462K | Sell |
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|
2020
Q4 | $927K | Buy |
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|
2020
Q3 | $377K | Hold |
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|
2020
Q2 | $377K | Sell |
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|
2020
Q1 | $4.51M | Buy |
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|
2019
Q4 | $5.07M | Buy |
|