N.E.W. Advisory Services’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 | $136K | Sell |
3,195
-6,812
| -68% | -$290K | 0.01% | 219 |
|
|
2025
Q1 | $408K | Buy |
10,007
+3,460
| +53% | +$141K | 0.03% | 145 |
|
|
2024
Q4 | $294K | Buy |
6,547
+373
| +6% | +$16.8K | 0.03% | 155 |
|
|
2024
Q3 | $281K | Buy |
6,174
+983
| +19% | +$44.7K | 0.03% | 153 |
|
|
2024
Q2 | $216K | Buy |
5,191
+149
| +3% | +$6.19K | 0.02% | 168 |
|
|
2024
Q1 | $217K | Buy |
5,042
+9
| +0.2% | +$387 | 0.02% | 163 |
|
|
2023
Q4 | $212K | Buy |
+5,033
| New | +$212K | 0.03% | 154 |
|