Atria Investments’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 | $2.44M | Sell |
57,206
-23,814
| -29% | -$1.01M | 0.03% | 645 |
|
|
2025
Q1 | $3.3M | Buy |
81,020
+1,995
| +3% | +$81.3K | 0.04% | 506 |
|
|
2024
Q4 | $3.55M | Buy |
79,025
+9,835
| +14% | +$442K | 0.04% | 461 |
|
|
2024
Q3 | $3.15M | Buy |
69,190
+7,925
| +13% | +$361K | 0.04% | 509 |
|
|
2024
Q2 | $2.54M | Buy |
61,265
+81
| +0.1% | +$3.36K | 0.03% | 561 |
|
|
2024
Q1 | $2.63M | Sell |
61,184
-13,960
| -19% | -$601K | 0.04% | 550 |
|
|
2023
Q4 | $3.17M | Buy |
75,144
+26,151
| +53% | +$1.1M | 0.05% | 427 |
|
|
2023
Q3 | $1.81M | Buy |
+48,993
| New | +$1.81M | 0.03% | 605 |
|
|
2020
Q2 | – | Sell |
-33,704
| Closed | -$736K | – | 738 |
|
|
2020
Q1 | $736K | Buy |
33,704
+6,537
| +24% | +$143K | 0.06% | 277 |
|
|
2019
Q4 | $886K | Buy |
27,167
+6,744
| +33% | +$220K | 0.02% | 580 |
|
|
2019
Q3 | $613K | Buy |
20,423
+1,262
| +7% | +$37.9K | 0.02% | 539 |
|
|
2019
Q2 | $558K | Buy |
19,161
+2,236
| +13% | +$65.1K | 0.02% | 551 |
|
|
2019
Q1 | $512K | Sell |
16,925
-16,704
| -50% | -$505K | 0.02% | 525 |
|
|
2018
Q4 | $886K | Sell |
33,629
-11,072
| -25% | -$292K | 0.04% | 336 |
|
|
2018
Q3 | $1.49M | Buy |
44,701
+5,203
| +13% | +$173K | 0.06% | 296 |
|
|
2018
Q2 | $1.28M | Buy |
39,498
+15,280
| +63% | +$493K | 0.06% | 330 |
|
|
2018
Q1 | $725K | Buy |
+24,218
| New | +$725K | 0.04% | 423 |
|