Barnes Pettey Financial Advisors’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 | $534K | Hold |
12,529
| – | – | 0.36% | 55 |
|
|
2025
Q1 | $511K | Hold |
12,529
| – | – | 0.4% | 53 |
|
|
2024
Q4 | $563K | Buy |
12,529
+9
| +0.1% | +$404 | 0.43% | 47 |
|
|
2024
Q3 | $570K | Buy |
12,520
+11
| +0.1% | +$501 | 0.45% | 44 |
|
|
2024
Q2 | $519K | Sell |
12,509
-265
| -2% | -$11K | 0.45% | 42 |
|
|
2024
Q1 | $550K | Buy |
12,774
+176
| +1% | +$7.58K | 0.48% | 40 |
|
|
2023
Q4 | $531K | Buy |
12,598
+265
| +2% | +$11.2K | 0.43% | 53 |
|
|
2023
Q3 | $455K | Hold |
12,333
| – | – | 0.42% | 54 |
|
|
2023
Q2 | $479K | Hold |
12,333
| – | – | 0.41% | 54 |
|
|
2023
Q1 | $466K | Buy |
12,333
+275
| +2% | +$10.4K | 0.44% | 53 |
|
|
2022
Q4 | $446K | Buy |
+12,058
| New | +$446K | 0.46% | 51 |
|