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Milestone Asset Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Milestone Asset Management’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,898
Closed -$363K – 239
2025
Q1 		$363K Sell
8,898
-4,761
-35% -$194K 0.08% 170
2024
Q4 		$614K Buy
13,659
+4,649
+52% +$209K 0.14% 140
2024
Q3 		$410K Buy
+9,010
New +$410K 0.09% 151