MWM
Modern 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 | $11.7M | Buy |
275,573
+12,101
| +5% | +$516K | 0.29% | 87 |
|
|
2025
Q1 | $10.7M | Buy |
263,472
+1,881
| +0.7% | +$76.7K | 0.34% | 70 |
|
|
2024
Q4 | $11.8M | Buy |
261,591
+5,454
| +2% | +$245K | 0.44% | 54 |
|
|
2024
Q3 | $11.7M | Buy |
256,137
+1,297
| +0.5% | +$59K | 0.71% | 29 |
|
|
2024
Q2 | $10.6M | Buy |
254,840
+198,378
| +351% | +$8.24M | 0.78% | 25 |
|
|
2024
Q1 | $2.43M | Sell |
56,462
-2,276
| -4% | -$98K | 0.23% | 62 |
|
|
2023
Q4 | $2.48M | Buy |
+58,738
| New | +$2.48M | 0.31% | 34 |
|