Strategic Wealth Partners’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 | $972K | Buy |
+22,807
| New | +$972K | 0.08% | 159 |
|
|
2024
Q4 | $5.42M | Sell |
118,509
-10,387
| -8% | -$475K | 0.45% | 78 |
|
|
2024
Q3 | $5.87M | Sell |
128,896
-36
| -0% | -$1.64K | 0.56% | 60 |
|
|
2024
Q2 | $5.35M | Sell |
128,932
-61
| -0% | -$2.53K | 0.56% | 62 |
|
|
2024
Q1 | $5.55M | Buy |
128,993
+440
| +0.3% | +$18.9K | 0.61% | 58 |
|
|
2023
Q4 | $5.42M | Buy |
128,553
+968
| +0.8% | +$40.8K | 0.67% | 47 |
|
|
2023
Q3 | $4.71M | Buy |
127,585
+703
| +0.6% | +$25.9K | 0.62% | 37 |
|
|
2023
Q2 | $4.93M | Buy |
+126,882
| New | +$4.93M | 0.64% | 33 |
|
|
2018
Q4 | – | Sell |
-57,163
| Closed | -$1.9M | – | 710 |
|
|
2018
Q3 | $1.9M | Buy |
+57,163
| New | +$1.9M | 1.01% | 21 |
|
|
2018
Q2 | – | Sell |
-887
| Closed | -$27K | – | 826 |
|
|
2018
Q1 | $27K | Sell |
887
-52
| -6% | -$1.58K | 0.01% | 312 |
|
|
2017
Q4 | $28K | Buy |
+939
| New | +$28K | 0.02% | 278 |
|