Perigon Wealth Management’s State Street 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
Q4 | $1.97M | Sell |
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|
2025
Q3 | $1.95M | Buy |
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|
2025
Q2 | $1.78M | Sell |
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|
2025
Q1 | $1.76M | Sell |
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|
2024
Q4 | $2.01M | Buy |
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|
2024
Q3 | $1.69M | Buy |
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|
2024
Q2 | $1.54M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $113K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $282K | Sell |
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|
2019
Q3 | $261K | Buy |
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