MBM Wealth Consultants’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 | $1.33M | Buy |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $1.26M | Buy |
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|
2024
Q3 | $1.22M | Buy |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $967K | Buy |
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|
2023
Q3 | $771K | Buy |
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|
2023
Q2 | $784K | Buy |
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|
2023
Q1 | $684K | Hold |
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|
2022
Q4 | $510K | Buy |
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|
2022
Q3 | $429K | Buy |
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|
2022
Q2 | $373K | Buy |
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|
2022
Q1 | $419K | Buy |
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