Welch & Forbes’s State Street 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
2026 Q1	$351K	Hold	7,263	–	–	﹤0.01%	309
2025 Q4	$340K	Hold	7,263	–	–	﹤0.01%	311
2025 Q3	$336K	Sell	7,263 -222	-3%	-$9.95K	﹤0.01%	319
2025 Q2	$319K	Buy	7,485 +187	+3%	+$7.54K	﹤0.01%	318
2025 Q1	$297K	Hold	7,298	–	–	﹤0.01%	320
2024 Q4	$328K	Buy	7,298 +176	+2%	+$8.19K	﹤0.01%	318
2024 Q3	$324K	Hold	7,122	–	–	﹤0.01%	329
2024 Q2	$292K	Sell	7,122 -3	-0%	-$125	﹤0.01%	330
2024 Q1	$307K	Sell	7,125 -1,333	-16%	-$55.1K	﹤0.01%	329
2023 Q4	$357K	Sell	8,458 -116	-1%	-$4.37K	0.01%	315
2023 Q3	$316K	Sell	8,574 -2,573	-23%	-$100K	0.01%	322
2023 Q2	$433K	Buy	+11,147	New	+$414K	0.01%	296