B. Riley Wealth Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
+29,676
| New | +$1.26M | 0.06% | 285 |
|
|
2024
Q4 | $2.63M | Buy |
58,601
+7,103
| +14% | +$319K | 0.09% | 233 |
|
|
2024
Q3 | $2.3M | Buy |
51,498
+13,869
| +37% | +$620K | 0.06% | 289 |
|
|
2024
Q2 | $1.56M | Buy |
37,629
+27,606
| +275% | +$1.15M | 0.04% | 409 |
|
|
2024
Q1 | $370K | Sell |
10,023
-7,079
| -41% | -$261K | 0.01% | 944 |
|
|
2023
Q4 | $721K | Buy |
17,102
+7,079
| +71% | +$299K | 0.02% | 646 |
|
|
2023
Q3 | $370K | Sell |
10,023
-1,243
| -11% | -$45.9K | 0.01% | 944 |
|
|
2023
Q2 | $438K | Buy |
+11,266
| New | +$438K | 0.01% | 920 |
|
|
2022
Q3 | – | Sell |
-7,626
| Closed | -$275K | – | 1527 |
|
|
2022
Q2 | $275K | Buy |
7,626
+22
| +0.3% | +$793 | 0.01% | 913 |
|
|
2022
Q1 | $320K | Sell |
7,604
-1,177
| -13% | -$49.5K | 0.01% | 979 |
|
|
2021
Q4 | $393K | Buy |
+8,781
| New | +$393K | 0.01% | 939 |
|