Abbot Financial Management’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 | – | Sell |
-17,531
| Closed | -$715K | – | 133 |
|
|
2025
Q1 | $715K | Buy |
17,531
+5
| +0% | +$204 | 0.37% | 76 |
|
|
2024
Q4 | $787K | Buy |
17,526
+84
| +0.5% | +$3.77K | 0.39% | 69 |
|
|
2024
Q3 | $794K | Buy |
17,442
+260
| +2% | +$11.8K | 0.4% | 67 |
|
|
2024
Q2 | $714K | Buy |
17,182
+5
| +0% | +$208 | 0.38% | 72 |
|
|
2024
Q1 | $739K | Buy |
17,177
+29
| +0.2% | +$1.25K | 0.41% | 70 |
|
|
2023
Q4 | $723K | Buy |
17,148
+18
| +0.1% | +$759 | 0.44% | 66 |
|
|
2023
Q3 | $632K | Buy |
17,130
+10,500
| +158% | +$387K | 0.43% | 67 |
|
|
2023
Q2 | $257K | Sell |
6,630
-107
| -2% | -$4.16K | 0.17% | 101 |
|
|
2023
Q1 | $254K | Buy |
6,737
+4
| +0.1% | +$151 | 0.17% | 104 |
|
|
2022
Q4 | $249K | Buy |
+6,733
| New | +$249K | 0.17% | 103 |
|