MWM
MGB Wealth Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3K | Sell |
500
-11,440
| -96% | -$488K | 0.01% | 279 |
|
|
2025
Q1 | $487K | Sell |
11,940
-1,081
| -8% | -$44.1K | 0.18% | 122 |
|
|
2024
Q4 | $585K | Buy |
13,021
+123
| +1% | +$5.53K | 0.18% | 99 |
|
|
2024
Q3 | $587K | Sell |
12,898
-85
| -0.7% | -$3.87K | 0.21% | 102 |
|
|
2024
Q2 | $562K | Sell |
12,983
-179
| -1% | -$7.74K | 0.21% | 107 |
|
|
2024
Q1 | $566K | Sell |
13,162
-964
| -7% | -$41.5K | 0.23% | 104 |
|
|
2023
Q4 | $596K | Buy |
+14,126
| New | +$596K | 0.3% | 90 |
|