SAW
Signal Advisors Wealth’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 | $13.8M | Buy |
323,844
+35,181
| +12% | +$1.5M | 1.08% | 20 |
|
2025
Q1 | $11.8M | Buy |
288,663
+47,956
| +20% | +$1.95M | 1.15% | 15 |
|
2024
Q4 | $10.8M | Buy |
240,707
+98,149
| +69% | +$4.41M | 1.22% | 12 |
|
2024
Q3 | $6.49M | Buy |
+142,558
| New | +$6.49M | 0.93% | 20 |
|
2024
Q2 | – | Sell |
-5,761
| Closed | -$248K | – | 251 |
|
2024
Q1 | $248K | Sell |
5,761
-2,135
| -27% | -$91.9K | 0.06% | 258 |
|
2023
Q4 | $333K | Buy |
+7,896
| New | +$333K | 0.12% | 161 |
|