Sterling Group Wealth Management’s 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 | – | Sell |
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|
2025
Q2 | $381K | Sell |
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|
2025
Q1 | $449K | Sell |
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|
2024
Q4 | $695K | Sell |
|
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|
2024
Q3 | $872K | Sell |
|
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|
2024
Q2 | $4.61M | Buy |
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $4.7M | Buy |
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|
2023
Q3 | $4.03M | Buy |
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|
2023
Q2 | $4.19M | Buy |
|
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|
2023
Q1 | $4.03M | Sell |
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|
2022
Q4 | $5.24M | Buy |
|