SageView Advisory Group’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
2023
Q4
Sell
-18,310
Closed -$676K 701
2023
Q3
$676K Sell
18,310
-698
-4% -$25.8K 0.04% 274
2023
Q2
$738K Buy
+19,008
New +$738K 0.04% 275