SkyOak Wealth’s State Street 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
Q3 | $2.68M | Sell |
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|
2025
Q2 | $2.58M | Buy |
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|
2025
Q1 | $2.38M | Sell |
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|
2024
Q4 | $2.69M | Sell |
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|
2024
Q3 | $2.78M | Buy |
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|
2024
Q2 | $2.43M | Sell |
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|
2024
Q1 | $2.54M | Buy |
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|
2023
Q4 | $2.44M | Buy |
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|
2023
Q3 | $2.02M | Buy |
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|
2023
Q2 | $2.07M | Buy |
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|
2023
Q1 | $1.96M | Buy |
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|
2022
Q4 | $1.87M | Buy |
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|
2022
Q3 | $1.67M | Buy |
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|
2022
Q2 | $1.71M | Buy |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $1.21M | Sell |
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|
2020
Q4 | $1.26M | Sell |
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|
2020
Q3 | $965K | Sell |
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|
2020
Q2 | $967K | Buy |
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|
2020
Q1 | $608K | Buy |
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|
2019
Q4 | $901K | Buy |
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