Wallace Advisory Group’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	$293K	Buy	7,177 +143	+2%	+$5.83K	0.21%	135
2025 Q1	$316K	Buy	7,034 +2,154	+44%	+$96.8K	0.22%	132
2024 Q4	$222K	Sell	4,880 -280	-5%	-$12.7K	0.15%	166
2024 Q3	$214K	Hold	5,160	–	–	0.16%	165
2024 Q2	$214K	Buy	+5,160	New	+$214K	0.15%	165