RWPA
Richard W. Paul & Associates’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Buy |
8,664
+992
| +13% | +$42.3K | 0.13% | 136 |
|
|
2025
Q1 | $313K | Sell |
7,672
-1,754
| -19% | -$71.5K | 0.12% | 140 |
|
|
2024
Q4 | $423K | Buy |
9,426
+368
| +4% | +$16.5K | 0.15% | 130 |
|
|
2024
Q3 | $412K | Sell |
9,058
-263
| -3% | -$12K | 0.15% | 131 |
|
|
2024
Q2 | $387K | Sell |
9,321
-1,428
| -13% | -$59.3K | 0.15% | 133 |
|
|
2024
Q1 | $463K | Buy |
10,749
+1,510
| +16% | +$65K | 0.18% | 121 |
|
|
2023
Q4 | $390K | Sell |
9,239
-1,944
| -17% | -$82K | 0.16% | 126 |
|
|
2023
Q3 | $413K | Buy |
11,183
+3,803
| +52% | +$140K | 0.19% | 118 |
|
|
2023
Q2 | $287K | Sell |
7,380
-2,744
| -27% | -$107K | 0.12% | 154 |
|
|
2023
Q1 | $382K | Buy |
10,124
+5,460
| +117% | +$206K | 0.18% | 124 |
|
|
2022
Q4 | $172K | Buy |
+4,664
| New | +$172K | 0.09% | 178 |
|