Avantax Advisory Services’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 | $5.73M | Sell |
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|
2025
Q1 | $5.73M | Sell |
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|
2024
Q4 | $6.36M | Sell |
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|
2024
Q3 | $6.56M | Buy |
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|
2024
Q2 | $5.94M | Sell |
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|
2024
Q1 | $6.18M | Buy |
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|
2023
Q4 | $5.72M | Sell |
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|
2023
Q3 | $5.29M | Buy |
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|
2023
Q2 | $4.79M | Buy |
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|
2023
Q1 | $476K | Buy |
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|
2022
Q4 | $378K | Buy |
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|
2022
Q3 | $314K | Buy |
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|
2022
Q2 | $331K | Buy |
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|
2022
Q1 | $386K | Buy |
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|
2021
Q4 | $402K | Buy |
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|
2021
Q3 | $383K | Buy |
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|
2021
Q2 | $391K | Sell |
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|
2021
Q1 | $382K | Buy |
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|
2020
Q4 | $306K | Sell |
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|
2020
Q3 | $362K | Buy |
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|
2020
Q2 | $230K | Buy |
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