Vestia Personal Wealth Advisors’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	$273K	Sell	6,406 -215	-3%	-$9.16K	0.19%	81
2025 Q1	$270K	Sell	6,621 -19	-0.3%	-$774	0.21%	71
2024 Q4	$298K	Buy	6,640 +34	+0.5%	+$1.53K	0.25%	63
2024 Q3	$301K	Sell	6,606 -217	-3%	-$9.88K	0.28%	55
2024 Q2	$283K	Buy	+6,823	New	+$283K	0.3%	57