Modera 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 | $3.07M | Sell |
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|
2025
Q1 | $3.03M | Sell |
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|
2024
Q4 | $3.46M | Buy |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $1.11M | Sell |
|
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $1.17M | Sell |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $749K | Sell |
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|
2022
Q4 | $747K | Sell |
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|
2022
Q3 | $798K | Sell |
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|
2022
Q2 | $916K | Sell |
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|
2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $1.42M | Buy |
|