Whittier Trust’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 | $99.2K | Hold |
2,329
| – | – | ﹤0.01% | 795 |
|
|
2025
Q1 | $94.9K | Hold |
2,329
| – | – | ﹤0.01% | 796 |
|
|
2024
Q4 | $105K | Sell |
2,329
-370
| -14% | -$16.6K | ﹤0.01% | 785 |
|
|
2024
Q3 | $123K | Sell |
2,699
-325
| -11% | -$14.8K | ﹤0.01% | 750 |
|
|
2024
Q2 | $126K | Sell |
3,024
-55
| -2% | -$2.28K | ﹤0.01% | 732 |
|
|
2024
Q1 | $133K | Buy |
3,079
+2,143
| +229% | +$92.2K | ﹤0.01% | 736 |
|
|
2023
Q4 | $39.5K | Hold |
936
| – | – | ﹤0.01% | 967 |
|
|
2023
Q3 | $34.5K | Buy |
936
+35
| +4% | +$1.29K | ﹤0.01% | 1001 |
|
|
2023
Q2 | $35K | Buy |
901
+131
| +17% | +$5.09K | ﹤0.01% | 1006 |
|
|
2023
Q1 | $29.1K | Hold |
770
| – | – | ﹤0.01% | 1075 |
|
|
2022
Q4 | $28.5K | Hold |
770
| – | – | ﹤0.01% | 1072 |
|
|
2022
Q3 | $26K | Buy |
770
+450
| +141% | +$15.2K | ﹤0.01% | 1112 |
|
|
2022
Q2 | $12K | Buy |
+320
| New | +$12K | ﹤0.01% | 1294 |
|