Van Hulzen Asset Management’s State Street 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 Q1	–	Sell	-201	Closed	-$9.03K	–	993
2024 Q4	$9.03K	Buy	+201	New	+$9.35K	﹤0.01%	795
2022 Q2	–	Sell	-5,499	Closed	-$231K	–	320
2022 Q1	$231K	Sell	5,499 -190	-3%	-$8K	0.02%	270
2021 Q4	$254K	Sell	5,689 -306	-5%	-$13.6K	0.03%	258
2021 Q3	$255K	Buy	5,995 +83	+1%	+$3.56K	0.04%	229
2021 Q2	$260K	Buy	5,912 +60	+1%	+$2.61K	0.04%	219
2021 Q1	$247K	Sell	5,852 -459	-7%	-$18.7K	0.04%	220
2020 Q4	$226K	Sell	6,311 -1,080	-15%	-$34.6K	0.03%	250
2020 Q3	$202K	Sell	7,391 -2,235	-23%	-$62.3K	0.03%	247
2020 Q2	$256K	Sell	9,626 -2,116	-18%	-$52K	0.04%	209
2020 Q1	$256K	Sell	11,742 -1,930	-14%	-$55.9K	0.06%	206
2019 Q4	$446K	Sell	13,672 -655	-5%	-$20.4K	0.09%	160
2019 Q3	$430K	Buy	14,327 +75	+0.5%	+$2.26K	0.09%	156
2019 Q2	$437K	Buy	14,252 +545	+4%	+$16.6K	0.1%	153
2019 Q1	$414K	Sell	13,707 -4,306	-24%	-$128K	0.11%	130
2018 Q4	$475K	Buy	+18,013	New	+$531K	0.14%	112