Outlook Wealth Advisors’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 | $587K | Buy |
|
|||||
|
2025
Q1 | $376K | Sell |
|
|||||
|
2024
Q4 | $669K | Buy |
|
|||||
|
2024
Q3 | $668K | Sell |
|
|||||
|
2024
Q2 | $413K | Sell |
|
|||||
|
2024
Q1 | $891K | Sell |
|
|||||
|
2023
Q4 | $1.12M | Buy |
|
|||||
|
2023
Q3 | $925K | Buy |
|
|||||
|
2023
Q2 | $523K | Sell |
|
|||||
|
2023
Q1 | $692K | Sell |
|
|||||
|
2022
Q4 | $1.44M | Sell |
|
|||||
|
2022
Q3 | $1.35M | Sell |
|
|||||
|
2022
Q2 | $1.46M | Sell |
|
|||||
|
2022
Q1 | $1.79M | Sell |
|
|||||
|
2021
Q4 | $1.92M | Sell |
|
|||||
|
2021
Q3 | $1.86M | Sell |
|
|||||
|
2021
Q2 | $1.93M | Sell |
|
|||||
|
2021
Q1 | $1.91M | Sell |
|
|||||
|
2020
Q4 | $1.68M | Sell |
|
|||||
|
2020
Q3 | $1.32M | Sell |
|
|||||
|
2020
Q2 | $1.38M | Sell |
|
|||||
|
2020
Q1 | $1.2M | Buy |
|
|||||
|
2019
Q4 | $1.68M | Sell |
|
|||||
|
2019
Q3 | $2.06M | Buy |
|
|||||
|
2019
Q2 | $2.09M | Buy |
|
|||||
|
2019
Q1 | $1.95M | Buy |
|
|||||
|
2018
Q4 | $3.41M | Buy |
|