Wealthcare Advisory Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Wealthcare Advisory Partners’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$102M	Buy	1,776,135 +19,008	+1%	+$1.01M	1.94%	5
2026 Q1	$84.9M	Buy	1,757,127 +74,490	+4%	+$3.69M	1.65%	7
2025 Q4	$78.8M	Buy	1,682,637 +38,971	+2%	+$1.82M	1.55%	7
2025 Q3	$76.1M	Buy	1,643,666 +13,807	+0.8%	+$619K	1.59%	8
2025 Q2	$69.4M	Buy	1,629,859 +249,130	+18%	+$10M	1.58%	7
2025 Q1	$56.3M	Buy	1,380,729 +53,717	+4%	+$2.37M	1.51%	9
2024 Q4	$59.6M	Buy	1,327,012 +92,063	+7%	+$4.28M	1.66%	9
2024 Q3	$56.2M	Sell	1,234,949 -4	-0%	-$176	1.6%	8
2024 Q2	$51.3M	Buy	1,234,953 +82,734	+7%	+$3.45M	1.6%	10
2024 Q1	$49.6M	Buy	1,152,219 +195,365	+20%	+$8.08M	1.63%	7
2023 Q4	$40.4M	Buy	956,854 +5,335	+0.6%	+$201K	1.6%	10
2023 Q3	$35.1M	Buy	951,519 +3,791	+0.4%	+$148K	1.61%	11
2023 Q2	$36.8M	Sell	947,728 -543,772	-36%	-$20.2M	1.65%	10
2023 Q1	$56.3M	Buy	1,491,500 +56,218	+4%	+$2.19M	2.42%	4
2022 Q4	$53.1M	Buy	1,435,282 +131,792	+10%	+$4.94M	2.54%	4
2022 Q3	$44.4M	Sell	1,303,490 -123,901	-9%	-$4.69M	2.53%	5
2022 Q2	$51.4M	Buy	1,427,391 +42,563	+3%	+$1.65M	3.11%	4
2022 Q1	$58.3M	Buy	1,384,828 +42,363	+3%	+$1.78M	3.54%	5
2021 Q4	$60M	Sell	1,342,465 -11,004	-0.8%	-$489K	3.59%	5
2021 Q3	$57.7M	Buy	1,353,469 +12,048	+0.9%	+$516K	3.77%	4
2021 Q2	$58.9M	Sell	1,341,421 -1,593	-0.1%	-$69.2K	3.94%	3
2021 Q1	$56.8M	Sell	1,343,014 -86,306	-6%	-$3.52M	4.11%	4
2020 Q4	$51.2M	Sell	1,429,320 -82,792	-5%	-$2.65M	4.55%	3
2020 Q3	$41.4M	Sell	1,512,112 -20,414	-1%	-$569K	4.54%	3
2020 Q2	$40.7M	Buy	1,532,526 +257,180	+20%	+$6.32M	5.08%	2
2020 Q1	$27.9M	Buy	1,275,346 +425,045	+50%	+$12.3M	4.08%	5
2019 Q4	$27.7M	Buy	850,301 +98,389	+13%	+$3.07M	3.53%	7
2019 Q3	$22.6M	Buy	751,912 +98,746	+15%	+$2.98M	3.27%	8
2019 Q2	$20M	Buy	653,166 +47,078	+8%	+$1.43M	3.17%	8
2019 Q1	$18.3M	Buy	606,088 +404,367	+200%	+$12M	3.13%	9
2018 Q4	$5.32M	Buy	201,721 +10,059	+5%	+$297K	1.03%	20
2018 Q3	$6.37M	Buy	191,662 +45,083	+31%	+$1.5M	1.17%	17
2018 Q2	$4.73M	Buy	146,579 +35,704	+32%	+$1.12M	0.93%	21
2018 Q1	$3.32M	Buy	+110,875	New	+$3.37M	0.75%	27