WAOI
Wealth Advisors of Iowa’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 | $1.42M | Buy |
33,245
+3,292
| +11% | +$140K | 0.53% | 28 |
|
|
2025
Q1 | $1.22M | Buy |
29,953
+6,653
| +29% | +$271K | 0.52% | 27 |
|
|
2024
Q4 | $1.05M | Sell |
23,300
-1,244
| -5% | -$55.9K | 0.53% | 25 |
|
|
2024
Q3 | $1.12M | Buy |
+24,544
| New | +$1.12M | 0.57% | 22 |
|
|
2024
Q2 | – | Sell |
-24,284
| Closed | -$1.05M | – | 66 |
|
|
2024
Q1 | $1.05M | Sell |
24,284
-580
| -2% | -$25K | 0.64% | 19 |
|
|
2023
Q4 | $1.05M | Sell |
24,864
-241
| -1% | -$10.2K | 0.7% | 19 |
|
|
2023
Q3 | $926K | Buy |
25,105
+771
| +3% | +$28.5K | 0.65% | 20 |
|
|
2023
Q2 | $945K | Sell |
24,334
-134,179
| -85% | -$5.21M | 0.68% | 17 |
|
|
2023
Q1 | $5.99M | Buy |
158,513
+136,428
| +618% | +$5.15M | 4.68% | 6 |
|
|
2022
Q4 | $816K | Buy |
+22,085
| New | +$816K | 0.67% | 16 |
|