Waverly 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 | $4.62M | Sell |
108,451
-6,664
| -6% | -$284K | 0.05% | 318 |
|
|
2025
Q1 | $4.69M | Buy |
115,115
+1,001
| +0.9% | +$40.8K | 0.06% | 307 |
|
|
2024
Q4 | $5.13M | Buy |
114,114
+7,409
| +7% | +$333K | 0.08% | 215 |
|
|
2024
Q3 | $4.86M | Buy |
106,705
+735
| +0.7% | +$33.5K | 0.09% | 198 |
|
|
2024
Q2 | $4.4M | Sell |
105,970
-13,108
| -11% | -$544K | 0.09% | 206 |
|
|
2024
Q1 | $5.13M | Buy |
119,078
+95,588
| +407% | +$4.11M | 0.12% | 144 |
|
|
2023
Q4 | $991K | Buy |
+23,490
| New | +$991K | 0.04% | 221 |
|