Vawter Financial’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 | – | Sell |
-9,455
| Closed | -$385K | – | 90 |
|
|
2025
Q1 | $385K | Hold |
9,455
| – | – | 0.22% | 66 |
|
|
2024
Q4 | $425K | Hold |
9,455
| – | – | 0.26% | 59 |
|
|
2024
Q3 | $430K | Sell |
9,455
-411
| -4% | -$18.7K | 0.26% | 55 |
|
|
2024
Q2 | $410K | Sell |
9,866
-302
| -3% | -$12.5K | 0.28% | 56 |
|
|
2024
Q1 | $438K | Hold |
10,168
| – | – | 0.32% | 49 |
|
|
2023
Q4 | $429K | Buy |
10,168
+387
| +4% | +$16.3K | 0.34% | 44 |
|
|
2023
Q3 | $361K | Sell |
9,781
-1,232
| -11% | -$45.5K | 0.41% | 44 |
|
|
2023
Q2 | $428K | Buy |
+11,013
| New | +$428K | 0.37% | 42 |
|