West Branch Capital’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
Q1 | – | Sell |
-2,341
| Closed | -$105K | – | 571 |
|
|
2024
Q4 | $105K | Hold |
2,341
| – | – | 0.03% | 113 |
|
|
2024
Q3 | $107K | Hold |
2,341
| – | – | 0.04% | 117 |
|
|
2024
Q2 | $97.2K | Hold |
2,341
| – | – | 0.04% | 127 |
|
|
2024
Q1 | $101K | Hold |
2,341
| – | – | 0.04% | 125 |
|
|
2023
Q4 | $98.7K | Hold |
2,341
| – | – | 0.05% | 121 |
|
|
2023
Q3 | $86.4K | Hold |
2,341
| – | – | 0.05% | 123 |
|
|
2023
Q2 | $90.9K | Hold |
2,341
| – | – | 0.05% | 119 |
|
|
2023
Q1 | $88.4K | Hold |
2,341
| – | – | 0.05% | 119 |
|
|
2022
Q4 | $86.5K | Hold |
2,341
| – | – | 0.05% | 127 |
|
|
2022
Q3 | $80K | Hold |
2,341
| – | – | 0.05% | 133 |
|
|
2022
Q2 | $84K | Hold |
2,341
| – | – | 0.05% | 133 |
|
|
2022
Q1 | $98K | Sell |
2,341
-1,895
| -45% | -$79.3K | 0.05% | 133 |
|
|
2021
Q4 | $189K | Buy |
4,236
+12
| +0.3% | +$535 | 0.08% | 90 |
|
|
2021
Q3 | $180K | Buy |
4,224
+5
| +0.1% | +$213 | 0.09% | 90 |
|
|
2021
Q2 | $185K | Buy |
+4,219
| New | +$185K | 0.09% | 93 |
|