WWA
WCG Wealth Advisors’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 | $1.68M | Sell |
39,430
-4,240
| -10% | -$181K | 0.11% | 177 |
|
|
2025
Q1 | $1.78M | Sell |
43,670
-19,354
| -31% | -$789K | 0.14% | 152 |
|
|
2024
Q4 | $2.83M | Sell |
63,024
-7,609
| -11% | -$342K | 0.19% | 119 |
|
|
2024
Q3 | $3.22M | Sell |
70,633
-5,763
| -8% | -$262K | 0.22% | 115 |
|
|
2024
Q2 | $3.17M | Sell |
76,396
-9,197
| -11% | -$382K | 0.24% | 98 |
|
|
2024
Q1 | $3.68M | Sell |
85,593
-3,217
| -4% | -$138K | 0.31% | 76 |
|
|
2023
Q4 | $3.75M | Buy |
88,810
+4,586
| +5% | +$193K | 0.28% | 85 |
|
|
2023
Q3 | $3.15M | Buy |
84,224
+3,080
| +4% | +$115K | 0.23% | 95 |
|
|
2023
Q2 | $3.15M | Buy |
81,144
+1,221
| +2% | +$47.4K | 0.37% | 61 |
|
|
2023
Q1 | $3.02M | Buy |
79,923
+1,999
| +3% | +$75.5K | 0.39% | 60 |
|
|
2022
Q4 | $2.88M | Buy |
77,924
+3,156
| +4% | +$117K | 0.4% | 58 |
|
|
2022
Q3 | $2.69M | Sell |
74,768
-4,090
| -5% | -$147K | 0.36% | 61 |
|
|
2022
Q2 | $2.84M | Buy |
+78,858
| New | +$2.84M | 0.39% | 60 |
|