Anchor Investment Management’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 | $410K | Sell |
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|
2025
Q1 | $396K | Sell |
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|
2024
Q4 | $454K | Hold |
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|
2024
Q3 | $460K | Hold |
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|
2024
Q2 | $420K | Hold |
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|
2024
Q1 | $435K | Hold |
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|
2023
Q4 | $427K | Hold |
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|
2023
Q3 | $373K | Buy |
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|
2023
Q2 | $194K | Hold |
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|
2023
Q1 | $189K | Hold |
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|
2022
Q4 | $185K | Hold |
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|
2022
Q3 | $170K | Hold |
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|
2022
Q2 | $180K | Hold |
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|
2022
Q1 | $210K | Hold |
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|
2021
Q4 | $223K | Hold |
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|
2021
Q3 | $213K | Hold |
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|
2021
Q2 | $220K | Hold |
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|
2021
Q1 | $211K | Hold |
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|
2020
Q4 | $179K | Hold |
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|
2020
Q3 | $137K | Sell |
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|
2020
Q2 | $159K | Sell |
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|
2020
Q1 | $177K | Buy |
|