American Financial & Tax Strategies’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 | $255K | Buy |
5,982
+40
| +0.7% | +$1.7K | 0.13% | 88 |
|
2025
Q1 | $242K | Sell |
5,942
-100
| -2% | -$4.08K | 0.13% | 88 |
|
2024
Q4 | $271K | Sell |
6,042
-134
| -2% | -$6.02K | 0.14% | 84 |
|
2024
Q3 | $281K | Sell |
6,176
-1,165
| -16% | -$53K | 0.14% | 86 |
|
2024
Q2 | $305K | Sell |
7,341
-20
| -0.3% | -$831 | 0.16% | 79 |
|
2024
Q1 | $317K | Sell |
7,361
-283
| -4% | -$12.2K | 0.17% | 78 |
|
2023
Q4 | $322K | Buy |
+7,644
| New | +$322K | 0.18% | 79 |
|