Northwest Capital 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 | $51.2K | Sell |
1,201
-4,781
| -80% | -$204K | 0.03% | 163 |
|
|
2025
Q1 | $244K | Buy |
5,982
+1,988
| +50% | +$81K | 0.1% | 106 |
|
|
2024
Q4 | $179K | Buy |
3,994
+1,729
| +76% | +$77.7K | 0.08% | 115 |
|
|
2024
Q3 | $103K | Buy |
2,265
+150
| +7% | +$6.83K | 0.04% | 157 |
|
|
2024
Q2 | $87.8K | Buy |
2,115
+224
| +12% | +$9.3K | 0.03% | 163 |
|
|
2024
Q1 | $81.4K | Sell |
1,891
-2,025
| -52% | -$87.2K | 0.03% | 189 |
|
|
2023
Q4 | $165K | Hold |
3,916
| – | – | 0.06% | 138 |
|
|
2023
Q3 | $145K | Buy |
3,916
+1,151
| +42% | +$42.5K | 0.06% | 134 |
|
|
2023
Q2 | $107K | Buy |
+2,765
| New | +$107K | 0.05% | 156 |
|