SWM
Sterling 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 | $340K | Buy |
+7,975
| New | +$340K | 0.12% | 76 |
|
|
2024
Q4 | $358K | Hold |
7,975
| – | – | 0.13% | 78 |
|
|
2024
Q3 | $363K | Sell |
7,975
-920
| -10% | -$41.9K | 0.14% | 82 |
|
|
2024
Q2 | $369K | Sell |
8,895
-463
| -5% | -$19.2K | 0.18% | 71 |
|
|
2024
Q1 | $403K | Sell |
9,358
-2,755
| -23% | -$119K | 0.2% | 63 |
|
|
2023
Q4 | $511K | Buy |
+12,113
| New | +$511K | 0.29% | 47 |
|