Octavia Wealth Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Octavia Wealth Advisors’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$15.7M	Sell
2025 Q1	$16.1M	Buy
2024 Q4	$7.71M	Buy
2024 Q3	$7.39M	Buy
2024 Q2	$5.7M	Buy
2024 Q1	$4.54M	Buy
2023 Q4	$582K	Buy
2023 Q1	–	Sell
2022 Q4	$245K	Buy