WA
Wambolt & Associates’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Sell |
11,143
-4,093
| -27% | -$177K | 0.16% | 117 |
|
|
2025
Q1 | $623K | Buy |
15,236
+3
| +0% | +$123 | 0.21% | 102 |
|
|
2024
Q4 | $684K | Buy |
15,233
+67
| +0.4% | +$3.01K | 0.22% | 101 |
|
|
2024
Q3 | $681K | Buy |
15,166
+3,377
| +29% | +$152K | 0.19% | 110 |
|
|
2024
Q2 | $485K | Buy |
11,789
+19
| +0.2% | +$782 | 0.14% | 128 |
|
|
2024
Q1 | $502K | Buy |
11,770
+3
| +0% | +$128 | 0.15% | 139 |
|
|
2023
Q4 | $496K | Buy |
+11,767
| New | +$496K | 0.16% | 158 |
|