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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$11.7M	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