Moneywise Inc’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 | $344K | Sell |
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|
2025
Q1 | $366K | Sell |
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|
2024
Q4 | $413K | Sell |
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|
2024
Q3 | $542K | Buy |
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|
2024
Q2 | $494K | Sell |
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|
2024
Q1 | $558K | Sell |
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|
2023
Q4 | $690K | Sell |
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|
2023
Q3 | $632K | Sell |
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|
2023
Q2 | $674K | Sell |
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|
2023
Q1 | $824K | Sell |
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|
2022
Q4 | $810K | Sell |
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|
2022
Q3 | $789K | Sell |
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|
2022
Q2 | $849K | Sell |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $1.13M | Sell |
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|
2021
Q3 | $1.1M | Sell |
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|
2021
Q2 | $1.19M | Sell |
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|
2021
Q1 | $1.22M | Sell |
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|
2020
Q4 | $1.08M | Sell |
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|
2020
Q3 | $833K | Sell |
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|
2020
Q2 | $870K | Buy |
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|
2020
Q1 | $547K | Buy |
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