Apella Capital’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 | $984K | Buy |
22,702
+136
| +0.6% | +$5.89K | 0.03% | 221 |
|
|
2025
Q1 | $867K | Buy |
22,566
+8
| +0% | +$307 | 0.03% | 200 |
|
|
2024
Q4 | $1.01M | Buy |
22,558
+52
| +0.2% | +$2.34K | 0.04% | 162 |
|
|
2024
Q3 | $1.01M | Buy |
22,506
+17
| +0.1% | +$760 | 0.04% | 149 |
|
|
2024
Q2 | $923K | Buy |
22,489
+2,048
| +10% | +$84K | 0.04% | 153 |
|
|
2024
Q1 | $866K | Buy |
20,441
+19
| +0.1% | +$805 | 0.04% | 151 |
|
|
2023
Q4 | $833K | Sell |
20,422
-776
| -4% | -$31.6K | 0.05% | 150 |
|
|
2023
Q3 | $782K | Buy |
21,198
+366
| +2% | +$13.5K | 0.06% | 137 |
|
|
2023
Q2 | $809K | Buy |
+20,832
| New | +$809K | 0.06% | 133 |
|
|
2022
Q4 | $471K | Sell |
12,750
-711
| -5% | -$26.3K | 0.04% | 156 |
|
|
2022
Q3 | $458K | Sell |
13,461
-22
| -0.2% | -$749 | 0.05% | 142 |
|
|
2022
Q2 | $485K | Sell |
13,483
-1,978
| -13% | -$71.2K | 0.06% | 145 |
|
|
2022
Q1 | $650K | Sell |
15,461
-978
| -6% | -$41.1K | 0.09% | 110 |
|
|
2021
Q4 | $735K | Sell |
16,439
-20,381
| -55% | -$911K | 0.09% | 104 |
|
|
2021
Q3 | $1.57M | Buy |
36,820
+12,541
| +52% | +$534K | 0.23% | 74 |
|
|
2021
Q2 | $1.07M | Buy |
+24,279
| New | +$1.07M | 0.18% | 90 |
|