UWM
USAdvisors 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 | $285K | Buy |
6,691
+142
| +2% | +$6.05K | 0.11% | 102 |
|
|
2025
Q1 | $266K | Sell |
6,549
-2,943
| -31% | -$120K | 0.09% | 108 |
|
|
2024
Q4 | $426K | Sell |
9,492
-436
| -4% | -$19.6K | 0.14% | 88 |
|
|
2024
Q3 | $450K | Sell |
9,928
-2,416
| -20% | -$110K | 0.16% | 83 |
|
|
2024
Q2 | $512K | Sell |
12,344
-4,595
| -27% | -$191K | 0.18% | 80 |
|
|
2024
Q1 | $709K | Hold |
16,939
| – | – | 0.27% | 77 |
|
|
2023
Q4 | $714K | Sell |
16,939
-20,581
| -55% | -$868K | 0.3% | 69 |
|
|
2023
Q3 | $1.38M | Sell |
37,520
-59
| -0.2% | -$2.18K | 0.62% | 44 |
|
|
2023
Q2 | $1.47M | Buy |
37,579
+1,596
| +4% | +$62.4K | 0.7% | 42 |
|
|
2023
Q1 | $1.36M | Sell |
35,983
-3,456
| -9% | -$131K | 0.65% | 42 |
|
|
2022
Q4 | $1.46M | Buy |
39,439
+26
| +0.1% | +$961 | 0.7% | 38 |
|
|
2022
Q3 | $1.34M | Sell |
39,413
-132
| -0.3% | -$4.5K | 0.69% | 37 |
|
|
2022
Q2 | $1.42M | Buy |
39,545
+993
| +3% | +$35.7K | 0.71% | 34 |
|
|
2022
Q1 | $1.62M | Buy |
38,552
+1,360
| +4% | +$57.2K | 0.69% | 34 |
|
|
2021
Q4 | $1.66M | Buy |
37,192
+3,139
| +9% | +$140K | 0.68% | 36 |
|
|
2021
Q3 | $1.45M | Buy |
34,053
+2,995
| +10% | +$128K | 0.63% | 34 |
|
|
2021
Q2 | $1.36M | Buy |
31,058
+4,771
| +18% | +$210K | 0.74% | 31 |
|
|
2021
Q1 | $1.11M | Sell |
26,287
-10,628
| -29% | -$449K | 0.54% | 42 |
|
|
2020
Q4 | $1.32M | Buy |
+36,915
| New | +$1.32M | 0.63% | 36 |
|