WBH Advisory’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 | $13M | Buy |
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|
2025
Q1 | $12M | Buy |
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|
2024
Q4 | $13M | Buy |
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|
2024
Q3 | $13.1M | Buy |
|
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|
2024
Q2 | $11.3M | Buy |
|
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|
2024
Q1 | $11.2M | Buy |
|
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|
2023
Q4 | $10.2M | Sell |
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|
2023
Q3 | $9.46M | Buy |
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|
2023
Q2 | $9.35M | Buy |
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|
2023
Q1 | $8.87M | Buy |
|
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|
2022
Q3 | $7.01M | Buy |
|
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|
2022
Q2 | $6.57M | Sell |
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|
2022
Q1 | $9.41M | Buy |
|
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|
2021
Q4 | $8.81M | Buy |
|
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|
2021
Q3 | $8.16M | Buy |
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|
2021
Q2 | $6.85M | Buy |
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|
2021
Q1 | $5.72M | Buy |
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|
2020
Q4 | $4.94M | Buy |
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|
2020
Q3 | $3.13M | Buy |
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|
2020
Q2 | $2.97M | Buy |
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|
2020
Q1 | $1.91K | Buy |
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