Western Wealth Management’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 | $9.84M | Buy |
230,982
+3,967
| +2% | +$169K | 0.58% | 33 |
|
|
2025
Q1 | $9.25M | Sell |
227,015
-52,936
| -19% | -$2.16M | 0.61% | 34 |
|
|
2024
Q4 | $12.6M | Sell |
279,951
-8,956
| -3% | -$402K | 0.82% | 28 |
|
|
2024
Q3 | $13.1M | Sell |
288,907
-12,108
| -4% | -$551K | 0.75% | 25 |
|
|
2024
Q2 | $12.5M | Buy |
301,015
+41,019
| +16% | +$1.7M | 0.93% | 20 |
|
|
2024
Q1 | $11.2M | Sell |
259,996
-8,072
| -3% | -$347K | 0.87% | 22 |
|
|
2023
Q4 | $11.3M | Buy |
268,068
+63,940
| +31% | +$2.7M | 0.81% | 23 |
|
|
2023
Q3 | $7.53M | Buy |
204,128
+13,126
| +7% | +$484K | 0.64% | 29 |
|
|
2023
Q2 | $7.42M | Buy |
191,002
+67,098
| +54% | +$2.61M | 0.63% | 29 |
|
|
2023
Q1 | $4.68M | Buy |
123,904
+49,165
| +66% | +$1.86M | 0.44% | 44 |
|
|
2022
Q4 | $2.76M | Sell |
74,739
-48,210
| -39% | -$1.78M | 0.28% | 88 |
|
|
2022
Q3 | $4.19M | Buy |
122,949
+43,457
| +55% | +$1.48M | 0.24% | 95 |
|
|
2022
Q2 | $2.86M | Buy |
79,492
+27,125
| +52% | +$976K | 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 | +$2.94M | 0.29% | 76 |
|
|
2021
Q2 | $1.66M | Buy |
37,789
+13,364
| +55% | +$587K | 0.17% | 136 |
|
|
2021
Q1 | $1.03M | Buy |
24,425
+17,248
| +240% | +$729K | 0.14% | 153 |
|
|
2020
Q4 | $257K | Buy |
+7,177
| New | +$257K | 0.04% | 384 |
|