Nicolet Advisory Services’s State Street 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
Q3 | $2.83M | Buy |
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|
2025
Q2 | $2.45M | Buy |
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|
2025
Q1 | $1.85M | Buy |
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|
2024
Q4 | $1.84M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $250K | Sell |
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|
2021
Q4 | $280K | Sell |
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|
2021
Q3 | $282K | Sell |
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|
2021
Q2 | $313K | Sell |
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|
2021
Q1 | $311K | Sell |
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|
2020
Q4 | $299K | Sell |
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|
2020
Q3 | $289K | Sell |
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|
2020
Q2 | $673K | Sell |
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|
2020
Q1 | $2.54M | Sell |
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|
2019
Q4 | $4.87M | Sell |
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|
2019
Q3 | $6.1M | Sell |
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|
2019
Q2 | $6.79M | Sell |
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|
2019
Q1 | $17.6M | Buy |
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