SW
Simplicity 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 | $2.4M | Buy |
+56,260
| New | +$2.4M | 0.1% | 191 |
|
|
2025
Q1 | – | Sell |
-4,961
| Closed | -$223K | – | 603 |
|
|
2024
Q4 | $223K | Buy |
+4,961
| New | +$223K | 0.05% | 294 |
|
|
2024
Q3 | – | Sell |
-5,147
| Closed | -$214K | – | 1102 |
|
|
2024
Q2 | $214K | Buy |
5,147
+358
| +7% | +$14.9K | ﹤0.01% | 1081 |
|
|
2024
Q1 | $206K | Buy |
+4,789
| New | +$206K | ﹤0.01% | 1061 |
|
|
2022
Q4 | – | Sell |
-7,356
| Closed | -$251K | – | 84 |
|
|
2022
Q3 | $251K | Buy |
7,356
+26
| +0.4% | +$887 | 0.34% | 62 |
|
|
2022
Q2 | $264K | Sell |
7,330
-4,787
| -40% | -$172K | 0.39% | 49 |
|
|
2022
Q1 | $510K | Sell |
12,117
-4,998
| -29% | -$210K | 0.5% | 47 |
|
|
2021
Q4 | $765K | Buy |
+17,115
| New | +$765K | 0.41% | 43 |
|