Walkner Condon Financial Advisors’s 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
Q2 | $2.24M | Sell |
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|
2025
Q1 | $2.61M | Sell |
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|
2024
Q4 | $7.37M | Buy |
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|
2024
Q3 | $7.28M | Sell |
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|
2024
Q2 | $7.07M | Buy |
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|
2024
Q1 | $7.23M | Buy |
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|
2023
Q4 | $6.26M | Buy |
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|
2023
Q3 | $4.87M | Buy |
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|
2023
Q2 | $4.88M | Buy |
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|
2023
Q1 | $4.65M | Buy |
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|
2022
Q4 | $4.53M | Sell |
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|
2022
Q3 | $4.24M | Buy |
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|
2022
Q2 | $4.47M | Buy |
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|
2022
Q1 | $4.86M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $4.34M | Sell |
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|
2021
Q1 | $4.64M | Sell |
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|
2020
Q4 | $4.21M | Buy |
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|
2020
Q3 | $2.71M | Buy |
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|
2020
Q2 | $2.58M | Sell |
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|
2020
Q1 | $2.74M | Buy |
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|
2019
Q4 | $2.91M | Buy |
|