TMWM
Taylor & Morgan 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 | $11.8M | Buy |
276,366
+18,420
| +7% | +$785K | 7.95% | 3 |
|
|
2025
Q1 | $10.5M | Buy |
257,946
+1,597
| +0.6% | +$65.1K | 7.93% | 3 |
|
|
2024
Q4 | $11.5M | Sell |
256,349
-22,134
| -8% | -$994K | 8.09% | 3 |
|
|
2024
Q3 | $12.7M | Sell |
278,483
-2,538
| -0.9% | -$116K | 8.5% | 3 |
|
|
2024
Q2 | $11.7M | Buy |
281,021
+4,137
| +1% | +$172K | 8.25% | 3 |
|
|
2024
Q1 | $11.9M | Buy |
276,884
+7,773
| +3% | +$335K | 8.75% | 3 |
|
|
2023
Q4 | $11.4M | Sell |
269,111
-3,713
| -1% | -$157K | 9.03% | 3 |
|
|
2023
Q3 | $10.1M | Sell |
272,824
-5,642
| -2% | -$208K | 9.07% | 3 |
|
|
2023
Q2 | $10.8M | Buy |
+278,466
| New | +$10.8M | 8.87% | 3 |
|