Summit Trail Advisors’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
Q2 | $355K | Hold |
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|
2025
Q1 | $339K | Hold |
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|
2024
Q4 | $374K | Hold |
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|
2024
Q3 | $379K | Hold |
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|
2024
Q2 | $346K | Hold |
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|
2024
Q1 | $358K | Hold |
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|
2023
Q4 | $351K | Sell |
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|
2023
Q3 | $336K | Sell |
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|
2023
Q2 | $459K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $68K | Buy |
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