Atria Wealth Solutions’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 | $3.3M | Sell |
76,590
-6,636
| -8% | -$286K | 0.07% | 295 |
|
|
2025
Q1 | $3.39M | Sell |
83,226
-10,685
| -11% | -$436K | 0.04% | 452 |
|
|
2024
Q4 | $4.22M | Buy |
93,911
+11,826
| +14% | +$531K | 0.05% | 400 |
|
|
2024
Q3 | $3.74M | Sell |
82,085
-13,811
| -14% | -$629K | 0.04% | 421 |
|
|
2024
Q2 | $3.98M | Sell |
95,896
-4,354
| -4% | -$181K | 0.04% | 392 |
|
|
2024
Q1 | $4.31M | Sell |
100,250
-6,707
| -6% | -$289K | 0.05% | 379 |
|
|
2023
Q4 | $4.51M | Buy |
106,957
+7,152
| +7% | +$302K | 0.06% | 346 |
|
|
2023
Q3 | $3.68M | Buy |
99,805
+11,019
| +12% | +$407K | 0.05% | 372 |
|
|
2023
Q2 | $3.45M | Buy |
88,786
+27,686
| +45% | +$1.08M | 0.05% | 387 |
|
|
2023
Q1 | $2.31M | Buy |
61,100
+8,891
| +17% | +$336K | 0.03% | 498 |
|
|
2022
Q4 | $1.93M | Buy |
52,209
+6,875
| +15% | +$254K | 0.03% | 529 |
|
|
2022
Q3 | $1.54M | Buy |
45,334
+19,046
| +72% | +$649K | 0.03% | 569 |
|
|
2022
Q2 | $946K | Buy |
26,288
+17,809
| +210% | +$641K | 0.02% | 701 |
|
|
2022
Q1 | $357K | Buy |
+8,479
| New | +$357K | 0.01% | 1237 |
|