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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.3M	Buy	242,438 +38,313	+19%	+$1.63M	0.91%	20
2025 Q1	$8.32M	Buy	204,125 +76,539	+60%	+$3.12M	0.71%	20
2024 Q4	$5.73M	Buy	+127,586	New	+$5.73M	0.45%	27