SWM
SFG 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 | $789K | Buy |
18,513
+2,272
| +14% | +$96.8K | 0.48% | 34 |
|
|
2025
Q1 | $662K | Buy |
16,241
+334
| +2% | +$13.6K | 0.32% | 61 |
|
|
2024
Q4 | $715K | Buy |
15,907
+1,306
| +9% | +$58.7K | 0.37% | 44 |
|
|
2024
Q3 | $664K | Buy |
14,601
+252
| +2% | +$11.5K | 0.35% | 47 |
|
|
2024
Q2 | $596K | Buy |
14,349
+621
| +5% | +$25.8K | 0.34% | 45 |
|
|
2024
Q1 | $591K | Buy |
13,728
+1,292
| +10% | +$55.6K | 0.35% | 43 |
|
|
2023
Q4 | $525K | Sell |
12,436
-292
| -2% | -$12.3K | 0.35% | 46 |
|
|
2023
Q3 | $470K | Buy |
12,728
+2,221
| +21% | +$82K | 0.37% | 45 |
|
|
2023
Q2 | $408K | Buy |
10,507
+2,695
| +34% | +$105K | 0.34% | 53 |
|
|
2023
Q1 | $295K | Buy |
+7,812
| New | +$295K | 0.33% | 54 |
|