Wealthspire Advisors (New York)’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,804
Closed -$440K 872
2025
Q1
$440K Buy
10,804
+1,029
+11% +$41.9K ﹤0.01% 551
2024
Q4
$439K Buy
+9,775
New +$439K ﹤0.01% 548