AIM
Anchor Investment Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Sell |
9,613
-100
| -1% | -$4.26K | 0.04% | 277 |
|
|
2025
Q1 | $396K | Sell |
9,713
-400
| -4% | -$16.3K | 0.04% | 278 |
|
|
2024
Q4 | $454K | Hold |
10,113
| – | – | 0.04% | 264 |
|
|
2024
Q3 | $460K | Hold |
10,113
| – | – | 0.04% | 271 |
|
|
2024
Q2 | $420K | Hold |
10,113
| – | – | 0.04% | 255 |
|
|
2024
Q1 | $435K | Hold |
10,113
| – | – | 0.05% | 262 |
|
|
2023
Q4 | $427K | Hold |
10,113
| – | – | 0.05% | 259 |
|
|
2023
Q3 | $373K | Buy |
10,113
+5,113
| +102% | +$189K | 0.05% | 265 |
|
|
2023
Q2 | $194K | Hold |
5,000
| – | – | 0.02% | 347 |
|
|
2023
Q1 | $189K | Hold |
5,000
| – | – | 0.03% | 354 |
|
|
2022
Q4 | $185K | Hold |
5,000
| – | – | 0.03% | 348 |
|
|
2022
Q3 | $170K | Hold |
5,000
| – | – | 0.03% | 360 |
|
|
2022
Q2 | $180K | Hold |
5,000
| – | – | 0.03% | 366 |
|
|
2022
Q1 | $210K | Hold |
5,000
| – | – | 0.03% | 365 |
|
|
2021
Q4 | $223K | Hold |
5,000
| – | – | 0.03% | 367 |
|
|
2021
Q3 | $213K | Hold |
5,000
| – | – | 0.03% | 348 |
|
|
2021
Q2 | $220K | Hold |
5,000
| – | – | 0.03% | 351 |
|
|
2021
Q1 | $211K | Hold |
5,000
| – | – | 0.03% | 335 |
|
|
2020
Q4 | $179K | Hold |
5,000
| – | – | 0.03% | 315 |
|
|
2020
Q3 | $137K | Sell |
5,000
-1,000
| -17% | -$27.4K | 0.03% | 329 |
|
|
2020
Q2 | $159K | Sell |
6,000
-2,100
| -26% | -$55.8K | 0.04% | 302 |
|
|
2020
Q1 | $177K | Buy |
+8,100
| New | +$177K | 0.05% | 262 |
|