Alpha Financial 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
2024
Q4
Sell
-13,779
Closed -$627K 148
2024
Q3
$627K Sell
13,779
-8,579
-38% -$390K 0.45% 48
2024
Q2
$929K Buy
22,358
+112
+0.5% +$4.65K 0.8% 21
2024
Q1
$957K Buy
22,246
+77
+0.3% +$3.31K 0.87% 17
2023
Q4
$935K Buy
+22,169
New +$935K 0.92% 18