Oakwell Private Wealth Management’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
$337K Hold
2025
Q1
$322K Hold
2024
Q4
$355K Hold
2024
Q3
$360K Sell
2024
Q2
$337K Sell
2024
Q1
$350K Hold
2023
Q4
$343K Sell
2023
Q3
$312K Hold
2023
Q2
$328K Buy