SWM
SilverOak 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 | $3.18M | Sell |
74,690
-1,511
| -2% | -$64.4K | 0.6% | 24 |
|
|
2025
Q1 | $3.11M | Buy |
76,201
+5,759
| +8% | +$235K | 0.67% | 20 |
|
|
2024
Q4 | $3.16M | Buy |
70,442
+202
| +0.3% | +$9.07K | 0.68% | 22 |
|
|
2024
Q3 | $3.2M | Sell |
70,240
-4,627
| -6% | -$211K | 0.72% | 19 |
|
|
2024
Q2 | $3.11M | Buy |
74,867
+29
| +0% | +$1.2K | 0.75% | 18 |
|
|
2024
Q1 | $3.22M | Buy |
74,838
+19
| +0% | +$818 | 0.8% | 16 |
|
|
2023
Q4 | $3.16M | Buy |
+74,819
| New | +$3.16M | 0.85% | 17 |
|