MGB 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
$21.3K Sell
2025
Q1
$487K Sell
2024
Q4
$585K Buy
2024
Q3
$587K Sell
2024
Q2
$562K Sell
2024
Q1
$566K Sell
2023
Q4
$596K Buy