Modern Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Modern Wealth Management’s Portfolio SPSM Stock Details SPSM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.79M	Sell
2025 Q2	$11.8M	Buy
2025 Q1	$10.7M	Buy
2024 Q4	$11.8M	Buy
2024 Q3	$11.7M	Buy
2024 Q2	$10.6M	Buy
2024 Q1	$2.43M	Sell
2023 Q4	$2.48M	Buy