Wealthquest’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 | $224K | Sell |
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|
2025
Q1 | $1.73M | Sell |
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|
2024
Q4 | $3.02M | Sell |
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|
2024
Q3 | $3.18M | Sell |
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|
2024
Q2 | $3.45M | Sell |
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|
2024
Q1 | $4.01M | Sell |
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|
2023
Q4 | $5.23M | Sell |
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|
2023
Q3 | $4.84M | Buy |
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|
2023
Q2 | $5.05M | Sell |
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|
2023
Q1 | $5.23M | Buy |
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|
2022
Q4 | $5.05M | Buy |
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|
2022
Q3 | $292K | Buy |
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|
2019
Q4 | $1.67M | Sell |
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|
2019
Q3 | $1.67M | Sell |
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|
2019
Q2 | $2.02M | Sell |
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|
2019
Q1 | $2.01M | Buy |
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|
2018
Q4 | $1.58M | Buy |
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