SWTS
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Stonehaven Wealth & Tax Solutions’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Stonehaven Wealth & Tax Solutions’s Portfolio SPSM Stock Details SPSM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$268K Sell
6,292
-741
-11% -$31.6K 0.26% 57
2025
Q1 		$287K Sell
7,033
-17,026
-71% -$694K 0.3% 53
2024
Q4 		$1.08M Buy
+24,059
New +$1.08M 1.18% 24