National Wealth Management Group’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$255K Buy
2025
Q1
$224K Sell
2024
Q4
$250K Sell
2024
Q3
$263K Sell
2024
Q2
$240K Sell
2024
Q1
$333K Buy
2023
Q4
$323K Sell
2023
Q3
$299K Sell
2023
Q2
$333K Buy