McKinley Carter Wealth Services’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 | $200K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $221K | Sell |
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|
2024
Q3 | $281K | Sell |
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|
2024
Q2 | $293K | Buy |
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|
2024
Q1 | $245K | Sell |
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|
2023
Q4 | $241K | Buy |
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|
2023
Q3 | $207K | Sell |
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|
2023
Q2 | $218K | Sell |
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|
2023
Q1 | $219K | Sell |
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|
2022
Q4 | $216K | Sell |
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|
2022
Q3 | $209K | Sell |
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|
2022
Q2 | $221K | Sell |
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|
2022
Q1 | $259K | Sell |
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|
2021
Q4 | $288K | Sell |
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|
2021
Q3 | $322K | Sell |
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|
2021
Q2 | $333K | Sell |
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|
2021
Q1 | $342K | Sell |
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|
2020
Q4 | $346K | Buy |
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|
2020
Q3 | $243K | Sell |
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|
2020
Q2 | $253K | Sell |
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|
2020
Q1 | $214K | Sell |
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|
2019
Q4 | $428K | Sell |
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|
2019
Q3 | $420K | Buy |
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|
2019
Q2 | $375K | Buy |
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|
2019
Q1 | $358K | Buy |
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|
2018
Q4 | $311K | Buy |
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|
2018
Q3 | $380K | Buy |
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|
2018
Q2 | $324K | Buy |
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|
2018
Q1 | $269K | Buy |
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|
2017
Q4 | $210K | Buy |
|