Stone Summit Wealth’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Buy |
54,755
+3,623
| +7% | +$154K | 0.72% | 50 |
|
|
2025
Q1 | $2.08M | Buy |
51,132
+202
| +0.4% | +$8.23K | 0.71% | 51 |
|
|
2024
Q4 | $2.29M | Sell |
50,930
-273
| -0.5% | -$12.3K | 0.77% | 45 |
|
|
2024
Q3 | $2.33M | Buy |
51,203
+3,417
| +7% | +$156K | 0.75% | 44 |
|
|
2024
Q2 | $1.98M | Buy |
47,786
+1,757
| +4% | +$73K | 0.71% | 46 |
|
|
2024
Q1 | $1.98M | Buy |
46,029
+4,196
| +10% | +$181K | 0.69% | 50 |
|
|
2023
Q4 | $1.76M | Buy |
41,833
+5,516
| +15% | +$233K | 0.68% | 51 |
|
|
2023
Q3 | $1.34M | Buy |
36,317
+3,177
| +10% | +$117K | 0.57% | 61 |
|
|
2023
Q2 | $1.29M | Buy |
33,140
+2,530
| +8% | +$98.3K | 0.53% | 62 |
|
|
2023
Q1 | $1.16M | Buy |
30,610
+2,891
| +10% | +$109K | 0.51% | 64 |
|
|
2022
Q4 | $1.02M | Buy |
27,719
+704
| +3% | +$26K | 0.5% | 61 |
|
|
2022
Q3 | $921K | Buy |
27,015
+1,466
| +6% | +$50K | 0.57% | 56 |
|
|
2022
Q2 | $919K | Buy |
25,549
+4,253
| +20% | +$153K | 0.55% | 57 |
|
|
2022
Q1 | $903K | Buy |
21,296
+2,471
| +13% | +$105K | 0.51% | 61 |
|
|
2021
Q4 | $838K | Buy |
+18,825
| New | +$838K | 0.68% | 55 |
|