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Robertson Stephens Wealth Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Robertson Stephens Wealth Management’s Portfolio SPSM Stock Details SPSM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-18,630
Closed -$802K – 531
2024
Q1 		$802K Hold
18,630
– – 0.04% 269
2023
Q4 		$786K Hold
18,630
– – 0.05% 248
2023
Q3 		$687K Buy
+18,630
New +$687K 0.05% 255