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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $340K | Hold |
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|
2025
Q3 | $336K | Sell |
|
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|
2025
Q2 | $319K | Buy |
|
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|
2025
Q1 | $297K | Hold |
|
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|
2024
Q4 | $328K | Buy |
|
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|
2024
Q3 | $324K | Hold |
|
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|
2024
Q2 | $292K | Sell |
|
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|
2024
Q1 | $307K | Sell |
|
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|
2023
Q4 | $357K | Sell |
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|
2023
Q3 | $316K | Sell |
|
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|
2023
Q2 | $433K | Buy |
|