United Advisor Group’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	$249K	Buy	+5,856	New	+$249K	0.04%	344
2024 Q4	–	Sell	-5,337	Closed	-$243K	–	394
2024 Q3	$243K	Sell	5,337 -161	-3%	-$7.33K	0.05%	300
2024 Q2	$228K	Buy	+5,498	New	+$228K	0.07%	237