Pinnacle Wealth Planning Services’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 | $70.7M | Buy |
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|
2025
Q1 | $65.8M | Buy |
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|
2024
Q4 | $67.9M | Buy |
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|
2024
Q3 | $68.6M | Buy |
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|
2024
Q2 | $61.2M | Buy |
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|
2024
Q1 | $60.8M | Buy |
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|
2023
Q4 | $57.8M | Sell |
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|
2023
Q3 | $52.9M | Buy |
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|
2023
Q2 | $54.4M | Buy |
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|
2023
Q1 | $47.4M | Buy |
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|
2022
Q4 | $45.9M | Buy |
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|
2022
Q3 | $28.3M | Buy |
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|
2022
Q2 | $27.9M | Buy |
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|
2022
Q1 | $26.2M | Buy |
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|
2021
Q4 | $13.3M | Buy |
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|
2021
Q3 | $9.37M | Buy |
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|
2021
Q2 | $9.11M | Buy |
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|
2021
Q1 | $8.6M | Sell |
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|
2020
Q4 | $7.68M | Sell |
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|
2020
Q3 | $5.93M | Sell |
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|
2020
Q2 | $6.32M | Buy |
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|
2020
Q1 | $3.98M | Buy |
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|
2019
Q4 | $5.11M | Sell |
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|
2019
Q3 | $4.59M | Buy |
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|
2019
Q2 | $4.1M | Buy |
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|
2019
Q1 | $3.26M | Sell |
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|
2018
Q4 | $3.11M | Buy |
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|
2018
Q3 | $2.14M | Buy |
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|
2018
Q2 | $1.88M | Buy |
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|
2018
Q1 | $1.58M | Buy |
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|
2017
Q4 | $520K | Buy |
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