Worth Financial Advisory Group’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Sell |
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|
2025
Q1 | $650K | Sell |
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|
2024
Q4 | $803K | Sell |
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|
2024
Q3 | $986K | Buy |
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|
2024
Q2 | $878K | Buy |
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|
2024
Q1 | $808K | Buy |
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|
2023
Q4 | $547K | Buy |
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|
2023
Q3 | $411K | Buy |
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|
2023
Q2 | $402K | Buy |
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|
2023
Q1 | $383K | Sell |
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|
2022
Q4 | $394K | Buy |
|