Montag & Associates’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Montag & Associates’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 Q3	$35K	Hold
2025 Q2	$32.2K	Hold
2025 Q1	$30.8K	Hold
2024 Q4	$33.9K	Hold
2024 Q3	$34.4K	Hold
2024 Q2	$31.4K	Hold
2024 Q1	$32.5K	Hold
2023 Q4	$31.8K	Hold
2023 Q3	$27.9K	Hold
2023 Q2	$29.3K	Buy