Western Wealth Management’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	$13.5M	Buy	279,669 +57,166	+26%	+$2.83M	0.51%	33
2025 Q4	$10.4M	Sell	222,503 -8,929	-4%	-$416K	0.48%	38
2025 Q3	$10.7M	Buy	231,432 +450	+0.2%	+$20.2K	0.57%	33
2025 Q2	$9.84M	Buy	230,982 +3,967	+2%	+$160K	0.59%	33
2025 Q1	$9.25M	Sell	227,015 -52,936	-19%	-$2.33M	0.61%	34
2024 Q4	$12.6M	Sell	279,951 -8,956	-3%	-$417K	0.82%	28
2024 Q3	$13.1M	Sell	288,907 -12,108	-4%	-$532K	0.75%	25
2024 Q2	$12.5M	Buy	301,015 +41,019	+16%	+$1.71M	0.93%	20
2024 Q1	$11.2M	Sell	259,996 -8,072	-3%	-$334K	0.87%	22
2023 Q4	$11.3M	Buy	268,068 +63,940	+31%	+$2.41M	0.81%	23
2023 Q3	$7.53M	Buy	204,128 +13,126	+7%	+$511K	0.64%	29
2023 Q2	$7.42M	Buy	191,002 +67,098	+54%	+$2.49M	0.63%	29
2023 Q1	$4.68M	Buy	123,904 +49,165	+66%	+$1.92M	0.44%	44
2022 Q4	$2.76M	Sell	74,739 -48,210	-39%	-$1.81M	0.28%	88
2022 Q3	$4.18M	Buy	122,949 +43,457	+55%	+$1.64M	0.24%	95
2022 Q2	$2.86M	Buy	79,492 +27,125	+52%	+$1.05M	0.16%	141
2022 Q1	$2.2M	Sell	52,367 -13,516	-21%	-$569K	0.11%	193
2021 Q4	$2.94M	Buy	+65,883	New	+$2.93M	0.29%	76
2021 Q2	$1.66M	Buy	37,789 +13,364	+55%	+$581K	0.17%	136
2021 Q1	$1.03M	Buy	24,425 +17,248	+240%	+$703K	0.14%	153
2020 Q4	$257K	Buy	+7,177	New	+$230K	0.04%	384