Optimist Retirement Group’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
$236K Buy
2025
Q1
$226K Buy
2024
Q4
$249K Sell
2024
Q3
$279K Buy
2024
Q2
$255K Buy
2024
Q1
$264K Buy
2023
Q4
$258K Buy