SWM
Seaside 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 | $833K | Sell |
19,552
-642
| -3% | -$27.4K | 0.27% | 28 |
|
|
2025
Q1 | $823K | Buy |
20,194
+276
| +1% | +$11.3K | 0.29% | 26 |
|
|
2024
Q4 | $895K | Sell |
19,918
-146
| -0.7% | -$6.56K | 0.33% | 25 |
|
|
2024
Q3 | $913K | Sell |
20,064
-262
| -1% | -$11.9K | 0.35% | 23 |
|
|
2024
Q2 | $844K | Sell |
20,326
-28
| -0.1% | -$1.16K | 0.35% | 23 |
|
|
2024
Q1 | $876K | Sell |
20,354
-68
| -0.3% | -$2.93K | 0.37% | 23 |
|
|
2023
Q4 | $861K | Sell |
20,422
-2,128
| -9% | -$89.8K | 0.39% | 21 |
|
|
2023
Q3 | $832K | Buy |
22,550
+497
| +2% | +$18.3K | 0.42% | 21 |
|
|
2023
Q2 | $857K | Sell |
22,053
-76
| -0.3% | -$2.95K | 0.44% | 20 |
|
|
2023
Q1 | $835K | Sell |
22,129
-484
| -2% | -$18.3K | 0.51% | 21 |
|
|
2022
Q4 | $836K | Sell |
22,613
-208
| -0.9% | -$7.69K | 0.55% | 20 |
|
|
2022
Q3 | $872K | Sell |
22,821
-1,009
| -4% | -$38.6K | 0.6% | 20 |
|
|
2022
Q2 | $946K | Buy |
+23,830
| New | +$946K | 0.72% | 19 |
|