Modera 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 | $3.07M | Sell |
71,995
-2,382
| -3% | -$101K | 0.04% | 217 |
|
|
2025
Q1 | $3.03M | Sell |
74,377
-2,652
| -3% | -$108K | 0.04% | 213 |
|
|
2024
Q4 | $3.46M | Buy |
77,029
+48,387
| +169% | +$2.17M | 0.04% | 208 |
|
|
2024
Q3 | $1.3M | Buy |
28,642
+1,913
| +7% | +$87.1K | 0.02% | 272 |
|
|
2024
Q2 | $1.11M | Sell |
26,729
-887
| -3% | -$36.8K | 0.02% | 282 |
|
|
2024
Q1 | $1.19M | Sell |
27,616
-48
| -0.2% | -$2.07K | 0.02% | 278 |
|
|
2023
Q4 | $1.17M | Sell |
27,664
-823
| -3% | -$34.7K | 0.02% | 274 |
|
|
2023
Q3 | $1.05M | Buy |
28,487
+173
| +0.6% | +$6.38K | 0.02% | 275 |
|
|
2023
Q2 | $1.1M | Buy |
28,314
+8,491
| +43% | +$330K | 0.02% | 284 |
|
|
2023
Q1 | $749K | Sell |
19,823
-386
| -2% | -$14.6K | 0.03% | 176 |
|
|
2022
Q4 | $747K | Sell |
20,209
-3,218
| -14% | -$119K | 0.03% | 169 |
|
|
2022
Q3 | $798K | Sell |
23,427
-2,044
| -8% | -$69.6K | 0.04% | 152 |
|
|
2022
Q2 | $916K | Sell |
25,471
-5,352
| -17% | -$192K | 0.04% | 149 |
|
|
2022
Q1 | $1.3M | Sell |
30,823
-1,035
| -3% | -$43.6K | 0.06% | 135 |
|
|
2021
Q4 | $1.42M | Buy |
+31,858
| New | +$1.42M | 0.05% | 140 |
|