TD Private Client Wealth’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 | $176K | Buy |
4,133
+351
| +9% | +$15K | ﹤0.01% | 663 |
|
|
2025
Q1 | $154K | Sell |
3,782
-14
| -0.4% | -$571 | ﹤0.01% | 650 |
|
|
2024
Q4 | $171K | Sell |
3,796
-557
| -13% | -$25K | ﹤0.01% | 630 |
|
|
2024
Q3 | $198K | Sell |
4,353
-147
| -3% | -$6.69K | 0.01% | 601 |
|
|
2024
Q2 | $187K | Buy |
4,500
+589
| +15% | +$24.5K | 0.01% | 586 |
|
|
2024
Q1 | $168K | Sell |
3,911
-17
| -0.4% | -$732 | 0.01% | 615 |
|
|
2023
Q4 | $166K | Buy |
3,928
+111
| +3% | +$4.68K | 0.01% | 606 |
|
|
2023
Q3 | $141K | Sell |
3,817
-73
| -2% | -$2.69K | 0.01% | 598 |
|
|
2023
Q2 | $151K | Buy |
3,890
+133
| +4% | +$5.17K | 0.01% | 598 |
|
|
2023
Q1 | $142K | Sell |
3,757
-54
| -1% | -$2.04K | 0.01% | 600 |
|
|
2022
Q4 | $141K | Sell |
3,811
-3,610
| -49% | -$133K | 0.01% | 585 |
|
|
2022
Q3 | $253K | Buy |
7,421
+125
| +2% | +$4.26K | 0.01% | 497 |
|
|
2022
Q2 | $263K | Sell |
7,296
-2,152
| -23% | -$77.4K | 0.01% | 490 |
|
|
2022
Q1 | $397K | Sell |
9,448
-1,089
| -10% | -$45.8K | 0.02% | 452 |
|
|
2021
Q4 | $471K | Buy |
10,537
+65
| +0.6% | +$2.91K | 0.02% | 428 |
|
|
2021
Q3 | $446K | Sell |
10,472
-2,953
| -22% | -$126K | 0.02% | 420 |
|
|
2021
Q2 | $590K | Sell |
13,425
-5,428
| -29% | -$239K | 0.03% | 391 |
|
|
2021
Q1 | $797K | Buy |
18,853
+3,691
| +24% | +$156K | 0.04% | 335 |
|
|
2020
Q4 | $543K | Sell |
15,162
-1,891
| -11% | -$67.7K | 0.03% | 372 |
|
|
2020
Q3 | $467K | Sell |
17,053
-1,305
| -7% | -$35.7K | 0.03% | 366 |
|
|
2020
Q2 | $488K | Sell |
18,358
-975
| -5% | -$25.9K | 0.03% | 359 |
|
|
2020
Q1 | $422K | Buy |
+19,333
| New | +$422K | 0.03% | 346 |
|