MWA
Midland Wealth Advisors’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 | $49.5M | Buy |
1,162,250
+43,034
| +4% | +$1.83M | 2.74% | 13 |
|
|
2025
Q1 | $45.6M | Buy |
1,119,216
+58,366
| +6% | +$2.38M | 2.69% | 13 |
|
|
2024
Q4 | $47.7M | Buy |
1,060,850
+3,802
| +0.4% | +$171K | 2.87% | 13 |
|
|
2024
Q3 | $48.1M | Buy |
1,057,048
+11,995
| +1% | +$546K | 2.82% | 13 |
|
|
2024
Q2 | $43.4M | Buy |
1,045,053
+791
| +0.1% | +$32.9K | 2.57% | 12 |
|
|
2024
Q1 | $44.9M | Buy |
1,044,262
+70,773
| +7% | +$3.05M | 2.77% | 11 |
|
|
2023
Q4 | $41.1M | Buy |
+973,489
| New | +$41.1M | 2.81% | 11 |
|