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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Hold |
7,911
| – | – | 0.08% | 61 |
|
|
2025
Q1 | $322K | Hold |
7,911
| – | – | 0.09% | 58 |
|
|
2024
Q4 | $355K | Hold |
7,911
| – | – | 0.1% | 52 |
|
|
2024
Q3 | $360K | Sell |
7,911
-204
| -3% | -$9.28K | 0.1% | 50 |
|
|
2024
Q2 | $337K | Sell |
8,115
-22
| -0.3% | -$914 | 0.1% | 52 |
|
|
2024
Q1 | $350K | Hold |
8,137
| – | – | 0.11% | 48 |
|
|
2023
Q4 | $343K | Sell |
8,137
-306
| -4% | -$12.9K | 0.12% | 47 |
|
|
2023
Q3 | $312K | Hold |
8,443
| – | – | 0.13% | 52 |
|
|
2023
Q2 | $328K | Buy |
+8,443
| New | +$328K | 0.14% | 46 |
|