MBM Wealth Consultants’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 | $1.33M | Buy |
31,271
+1,861
| +6% | +$79.3K | 0.36% | 46 |
|
|
2025
Q1 | $1.2M | Buy |
29,410
+1,374
| +5% | +$56K | 0.35% | 46 |
|
|
2024
Q4 | $1.26M | Buy |
28,036
+1,225
| +5% | +$55K | 0.37% | 45 |
|
|
2024
Q3 | $1.22M | Buy |
26,811
+275
| +1% | +$12.5K | 0.38% | 45 |
|
|
2024
Q2 | $1.09M | Buy |
26,536
+2,358
| +10% | +$96.7K | 0.37% | 48 |
|
|
2024
Q1 | $1.04M | Buy |
24,178
+1,029
| +4% | +$44.3K | 0.37% | 45 |
|
|
2023
Q4 | $967K | Buy |
23,149
+1,525
| +7% | +$63.7K | 0.36% | 46 |
|
|
2023
Q3 | $771K | Buy |
21,624
+1,850
| +9% | +$66K | 0.34% | 47 |
|
|
2023
Q2 | $784K | Buy |
19,774
+6,024
| +44% | +$239K | 0.34% | 43 |
|
|
2023
Q1 | $684K | Hold |
13,750
| – | – | 0.28% | 46 |
|
|
2022
Q4 | $510K | Buy |
13,750
+1,458
| +12% | +$54.1K | 0.24% | 55 |
|
|
2022
Q3 | $429K | Buy |
12,292
+1,939
| +19% | +$67.7K | 0.21% | 54 |
|
|
2022
Q2 | $373K | Buy |
10,353
+398
| +4% | +$14.3K | 0.18% | 59 |
|
|
2022
Q1 | $419K | Buy |
+9,955
| New | +$419K | 0.17% | 67 |
|