WCM
Wealthcare Capital Management’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 | $1.79M | Sell |
42,122
-626
| -1% | -$26.7K | 0.19% | 22 |
|
|
2025
Q1 | $1.74M | Sell |
42,748
-3,137
| -7% | -$128K | 0.18% | 25 |
|
|
2024
Q4 | $2.06M | Buy |
45,885
+4,692
| +11% | +$211K | 0.21% | 23 |
|
|
2024
Q3 | $1.87M | Buy |
41,193
+1,562
| +4% | +$71.1K | 0.19% | 25 |
|
|
2024
Q2 | $1.65M | Buy |
39,631
+7,349
| +23% | +$305K | 0.17% | 25 |
|
|
2024
Q1 | $1.39M | Sell |
32,282
-4,536
| -12% | -$195K | 0.15% | 24 |
|
|
2023
Q4 | $1.55M | Sell |
36,818
-3,621
| -9% | -$153K | 0.18% | 22 |
|
|
2023
Q3 | $1.49M | Buy |
40,439
+2,291
| +6% | +$84.5K | 0.18% | 23 |
|
|
2023
Q2 | $1.48M | Buy |
38,148
+2,522
| +7% | +$98K | 0.17% | 24 |
|
|
2023
Q1 | $1.35M | Buy |
35,626
+1,483
| +4% | +$56K | 0.16% | 21 |
|
|
2022
Q4 | $1.26M | Buy |
34,143
+2,402
| +8% | +$88.8K | 0.16% | 24 |
|
|
2022
Q3 | $1.08M | Sell |
31,741
-1,636
| -5% | -$55.7K | 0.14% | 23 |
|
|
2022
Q2 | $1.2M | Sell |
33,377
-973
| -3% | -$35K | 0.13% | 24 |
|
|
2022
Q1 | $1.45M | Buy |
34,350
+4,026
| +13% | +$169K | 0.14% | 24 |
|
|
2021
Q4 | $1.36M | Buy |
30,324
+2,540
| +9% | +$113K | 0.12% | 29 |
|
|
2021
Q3 | $1.18M | Sell |
27,784
-506
| -2% | -$21.6K | 0.11% | 28 |
|
|
2021
Q2 | $1.24M | Buy |
28,290
+143
| +0.5% | +$6.28K | 0.12% | 27 |
|
|
2021
Q1 | $1.19M | Sell |
28,147
-2,116
| -7% | -$89.5K | 0.12% | 26 |
|
|
2020
Q4 | $1.08M | Sell |
30,263
-193
| -0.6% | -$6.91K | 0.11% | 27 |
|
|
2020
Q3 | $834K | Buy |
30,456
+6,999
| +30% | +$192K | 0.09% | 28 |
|
|
2020
Q2 | $623K | Buy |
23,457
+3,786
| +19% | +$101K | 0.08% | 30 |
|
|
2020
Q1 | $430K | Buy |
19,671
+8,661
| +79% | +$189K | 0.06% | 36 |
|
|
2019
Q4 | $359K | Sell |
11,010
-706
| -6% | -$23K | 0.04% | 45 |
|
|
2019
Q3 | $351K | Buy |
11,716
+2,240
| +24% | +$67.1K | 0.04% | 42 |
|
|
2019
Q2 | $290K | Buy |
9,476
+429
| +5% | +$13.1K | 0.04% | 46 |
|
|
2019
Q1 | $273K | Buy |
9,047
+8,787
| +3,380% | +$265K | 0.04% | 46 |
|
|
2018
Q4 | $7K | Buy |
+260
| New | +$7K | ﹤0.01% | 163 |
|