Advisor OS’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 | $7.66M | Sell |
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|
2025
Q1 | $7.71M | Sell |
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|
2024
Q4 | $9.76M | Buy |
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|
2024
Q3 | $8.76M | Buy |
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|
2024
Q2 | $7.33M | Buy |
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|
2024
Q1 | $7.35M | Buy |
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|
2023
Q4 | $4.67M | Sell |
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|
2023
Q3 | $7.59M | Buy |
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|
2023
Q2 | $7.47M | Buy |
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|
2023
Q1 | $5.09M | Sell |
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|
2022
Q4 | $5.02M | Sell |
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|
2022
Q3 | $4.9M | Buy |
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|
2022
Q2 | $3.49M | Sell |
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|
2022
Q1 | $5.59M | Buy |
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|
2021
Q4 | $2.65M | Buy |
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|
2021
Q3 | $352K | Sell |
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|
2021
Q2 | $393K | Sell |
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|
2021
Q1 | $385K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $207K | Buy |
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