WSTAM
Wilbanks Smith & Thomas Asset Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $797K | Buy |
18,514
+316
| +2% | +$13.6K | 0.02% | 266 |
|
|
2023
Q4 | $768K | Buy |
18,198
+2,235
| +14% | +$94.3K | 0.02% | 264 |
|
|
2023
Q3 | $589K | Buy |
15,963
+862
| +6% | +$31.8K | 0.02% | 291 |
|
|
2023
Q2 | $587K | Buy |
15,101
+9,084
| +151% | +$353K | 0.02% | 288 |
|
|
2023
Q1 | $227K | Hold |
6,017
| – | – | 0.01% | 463 |
|
|
2022
Q4 | $222K | Hold |
6,017
| – | – | 0.01% | 454 |
|
|
2022
Q3 | $205K | Hold |
6,017
| – | – | 0.01% | 443 |
|
|
2022
Q2 | $216K | Hold |
6,017
| – | – | 0.01% | 446 |
|
|
2022
Q1 | $238K | Hold |
6,017
| – | – | 0.01% | 441 |
|
|
2021
Q4 | $269K | Hold |
6,017
| – | – | 0.01% | 440 |
|
|
2021
Q3 | $256K | Buy |
+6,017
| New | +$256K | 0.01% | 430 |
|