RWM
RKL Wealth Management’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 | $20.4M | Buy |
477,974
+66,439
| +16% | +$2.83M | 1.79% | 14 |
|
|
2025
Q1 | $16.8M | Buy |
411,535
+259,705
| +171% | +$10.6M | 1.58% | 15 |
|
|
2024
Q4 | $6.82M | Buy |
151,830
+129,190
| +571% | +$5.8M | 0.61% | 30 |
|
|
2024
Q3 | $1.03M | Buy |
+22,640
| New | +$1.03M | 0.09% | 86 |
|