Sightline Wealth Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $201K | Sell |
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|
2024
Q4 | $296K | Sell |
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|
2024
Q3 | $441K | Sell |
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|
2024
Q2 | $506K | Sell |
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|
2024
Q1 | $586K | Sell |
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|
2023
Q4 | $907K | Sell |
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|
2023
Q3 | $858K | Sell |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $1.37M | Buy |
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|
2022
Q4 | $1.29M | Buy |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $1.25M | Buy |
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|
2021
Q2 | $926K | Buy |
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|
2021
Q1 | $521K | Sell |
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|
2020
Q4 | $881K | Buy |
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