Merriman Wealth Management’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
2024 Q4	–	Sell	-117,885	Closed	-$5.36M	–	226
2024 Q3	$5.36M	Sell	117,885 -4,212	-3%	-$192K	0.22%	50
2024 Q2	$5.07M	Buy	+122,097	New	+$5.07M	0.22%	49
2023 Q1	–	Sell	-142,653	Closed	-$5.27M	–	216
2022 Q4	$5.27M	Buy	+142,653	New	+$5.27M	0.27%	48