WhitTier Trust Company’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 | $350K | Hold |
8,214
| – | – | 0.01% | 438 |
|
|
2025
Q1 | $335K | Sell |
8,214
-100
| -1% | -$4.08K | 0.01% | 442 |
|
|
2024
Q4 | $373K | Hold |
8,314
| – | – | 0.01% | 404 |
|
|
2024
Q3 | $378K | Sell |
8,314
-75
| -0.9% | -$3.41K | 0.01% | 389 |
|
|
2024
Q2 | $348K | Sell |
8,389
-816
| -9% | -$33.9K | 0.01% | 390 |
|
|
2024
Q1 | $396K | Hold |
9,205
| – | – | 0.01% | 369 |
|
|
2023
Q4 | $388K | Hold |
9,205
| – | – | 0.01% | 373 |
|
|
2023
Q3 | $340K | Hold |
9,205
| – | – | 0.01% | 378 |
|
|
2023
Q2 | $358K | Buy |
9,205
+8,295
| +912% | +$322K | 0.01% | 382 |
|
|
2023
Q1 | $34.4K | Sell |
910
-385
| -30% | -$14.5K | ﹤0.01% | 741 |
|
|
2022
Q4 | $47.9K | Sell |
1,295
-50
| -4% | -$1.85K | ﹤0.01% | 677 |
|
|
2022
Q3 | $46K | Hold |
1,345
| – | – | ﹤0.01% | 679 |
|
|
2022
Q2 | $48K | Buy |
+1,345
| New | +$48K | ﹤0.01% | 682 |
|