MF
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Montis Financial’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Montis Financial’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$471K Buy
11,057
+171
+2% +$7.29K 0.13% 91
2025
Q1 		$444K Sell
10,886
-478
-4% -$19.5K 0.13% 96
2024
Q4 		$510K Buy
11,364
+2,349
+26% +$106K 0.16% 85
2024
Q3 		$410K Buy
+9,015
New +$410K 0.15% 75