Sharkey, Howes & Javer’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Sharkey, Howes & Javer’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.6M	Buy
2025 Q2	$2.61M	Sell
2025 Q1	$5.25M	Buy
2024 Q4	$4.9M	Buy
2024 Q3	$4.54M	Buy
2024 Q1	–	Sell
2023 Q4	$233K	Sell
2023 Q3	$210K	Sell
2023 Q2	$242K	Buy