Spire 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
$77.3K Sell
1,814
-245
-12% -$10.4K ﹤0.01% 1068
2025
Q1
$83.9K Buy
2,059
+133
+7% +$5.42K ﹤0.01% 1106
2024
Q4
$86.5K Hold
1,926
﹤0.01% 1090
2024
Q3
$87.7K Sell
1,926
-143
-7% -$6.51K ﹤0.01% 951
2024
Q2
$85.9K Buy
2,069
+1
+0% +$42 ﹤0.01% 941
2024
Q1
$89K Buy
2,068
+55
+3% +$2.37K ﹤0.01% 1020
2023
Q4
$81.8K Buy
2,013
+1
+0% +$41 ﹤0.01% 1051
2023
Q3
$74.3K Buy
2,012
+1,793
+819% +$66.2K ﹤0.01% 1036
2023
Q2
$8.52K Sell
219
-31
-12% -$1.21K ﹤0.01% 1860
2023
Q1
$9.43K Buy
250
+1
+0.4% +$38 ﹤0.01% 1869
2022
Q4
$9K Buy
249
+139
+126% +$5.02K ﹤0.01% 1676
2022
Q3
$4K Sell
110
-160
-59% -$5.82K ﹤0.01% 1820
2022
Q2
$10K Sell
270
-322
-54% -$11.9K ﹤0.01% 1928
2022
Q1
$25K Sell
592
-104
-15% -$4.39K ﹤0.01% 1726
2021
Q4
$31K Buy
696
+142
+26% +$6.33K ﹤0.01% 1941
2021
Q3
$24K Sell
554
-42
-7% -$1.82K ﹤0.01% 1785
2021
Q2
$26K Sell
596
-22
-4% -$960 ﹤0.01% 1774
2021
Q1
$26K Buy
+618
New +$26K ﹤0.01% 2051