Willner & Heller’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
Q1 | – | Sell |
-4,464
| Closed | -$201K | – | 156 |
|
|
2024
Q4 | $201K | Sell |
4,464
-162
| -4% | -$7.28K | 0.18% | 152 |
|
|
2024
Q3 | $211K | Buy |
+4,626
| New | +$211K | 0.19% | 148 |
|
|
2024
Q2 | – | Sell |
-4,851
| Closed | -$209K | – | 147 |
|
|
2024
Q1 | $209K | Buy |
4,851
+17
| +0.4% | +$732 | 0.21% | 135 |
|
|
2023
Q4 | $204K | Buy |
+4,834
| New | +$204K | 0.23% | 132 |
|