AIFG Consultants’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 | $265K | Sell |
6,229
-500
| -7% | -$21.3K | 0.52% | 46 |
|
|
2025
Q1 | $274K | Buy |
6,729
+7
| +0.1% | +$285 | 0.45% | 46 |
|
|
2024
Q4 | $302K | Sell |
6,722
-725
| -10% | -$32.6K | 0.49% | 41 |
|
|
2024
Q3 | $339K | Buy |
7,447
+9
| +0.1% | +$410 | 0.26% | 39 |
|
|
2024
Q2 | $309K | Buy |
7,438
+10
| +0.1% | +$415 | 0.23% | 37 |
|
|
2024
Q1 | $320K | Sell |
7,428
-3,446
| -32% | -$148K | 0.23% | 32 |
|
|
2023
Q4 | $459K | Sell |
10,874
-127,540
| -92% | -$5.38M | 0.35% | 22 |
|
|
2023
Q3 | $5.11M | Sell |
138,414
-4,398
| -3% | -$162K | 4.24% | 11 |
|
|
2023
Q2 | $5.55M | Buy |
142,812
+3,478
| +2% | +$135K | 4.45% | 10 |
|
|
2023
Q1 | $5.26M | Buy |
139,334
+40,246
| +41% | +$1.52M | 4.46% | 10 |
|
|
2022
Q4 | $3.66M | Buy |
+99,088
| New | +$3.66M | 3.57% | 10 |
|