Adero Partners’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 | $300K | Buy |
7,358
+174
| +2% | +$7.09K | 0.02% | 175 |
|
|
2024
Q4 | $323K | Hold |
7,184
| – | – | 0.02% | 167 |
|
|
2024
Q3 | $327K | Hold |
7,184
| – | – | 0.02% | 158 |
|
|
2024
Q2 | $298K | Hold |
7,184
| – | – | 0.02% | 160 |
|
|
2024
Q1 | $309K | Hold |
7,184
| – | – | 0.02% | 154 |
|
|
2023
Q4 | $303K | Hold |
7,184
| – | – | 0.03% | 147 |
|
|
2023
Q3 | $265K | Sell |
7,184
-385
| -5% | -$14.2K | 0.03% | 149 |
|
|
2023
Q2 | $294K | Hold |
7,569
| – | – | 0.03% | 134 |
|
|
2023
Q1 | $286K | Hold |
7,569
| – | – | 0.03% | 125 |
|
|
2022
Q4 | $280K | Hold |
7,569
| – | – | 0.03% | 132 |
|
|
2022
Q3 | $275K | Buy |
+7,569
| New | +$275K | 0.03% | 125 |
|