MI
Moneywise Inc’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 | $344K | Sell |
8,065
-921
| -10% | -$39.2K | 0.16% | 62 |
|
|
2025
Q1 | $366K | Sell |
8,986
-213
| -2% | -$8.68K | 0.19% | 48 |
|
|
2024
Q4 | $413K | Sell |
9,199
-2,720
| -23% | -$122K | 0.21% | 43 |
|
|
2024
Q3 | $542K | Buy |
11,919
+28
| +0.2% | +$1.27K | 0.27% | 45 |
|
|
2024
Q2 | $494K | Sell |
11,891
-1,063
| -8% | -$44.1K | 0.26% | 44 |
|
|
2024
Q1 | $558K | Sell |
12,954
-3,396
| -21% | -$146K | 0.3% | 39 |
|
|
2023
Q4 | $690K | Sell |
16,350
-783
| -5% | -$33K | 0.4% | 32 |
|
|
2023
Q3 | $632K | Sell |
17,133
-214
| -1% | -$7.9K | 0.4% | 29 |
|
|
2023
Q2 | $674K | Sell |
17,347
-4,475
| -21% | -$174K | 0.42% | 28 |
|
|
2023
Q1 | $824K | Sell |
21,822
-86
| -0.4% | -$3.25K | 0.53% | 25 |
|
|
2022
Q4 | $810K | Sell |
21,908
-1,253
| -5% | -$46.3K | 0.61% | 25 |
|
|
2022
Q3 | $789K | Sell |
23,161
-428
| -2% | -$14.6K | 0.64% | 24 |
|
|
2022
Q2 | $849K | Sell |
23,589
-1,182
| -5% | -$42.5K | 0.66% | 26 |
|
|
2022
Q1 | $1.04M | Sell |
24,771
-404
| -2% | -$17K | 0.69% | 23 |
|
|
2021
Q4 | $1.13M | Sell |
25,175
-752
| -3% | -$33.6K | 0.72% | 24 |
|
|
2021
Q3 | $1.1M | Sell |
25,927
-1,232
| -5% | -$52.5K | 0.72% | 23 |
|
|
2021
Q2 | $1.19M | Sell |
27,159
-1,662
| -6% | -$73K | 0.81% | 24 |
|
|
2021
Q1 | $1.22M | Sell |
28,821
-1,250
| -4% | -$52.8K | 0.82% | 23 |
|
|
2020
Q4 | $1.08M | Sell |
30,071
-338
| -1% | -$12.1K | 0.77% | 24 |
|
|
2020
Q3 | $833K | Sell |
30,409
-2,334
| -7% | -$63.9K | 0.66% | 28 |
|
|
2020
Q2 | $870K | Buy |
32,743
+7,716
| +31% | +$205K | 0.7% | 28 |
|
|
2020
Q1 | $547K | Buy |
+25,027
| New | +$547K | 0.48% | 28 |
|