Barrett & Company’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 | $23.9K | Hold |
562
| – | – | 0.01% | 393 |
|
|
2025
Q1 | $22.9K | Hold |
562
| – | – | 0.01% | 358 |
|
|
2024
Q4 | $25.2K | Hold |
562
| – | – | 0.01% | 350 |
|
|
2024
Q3 | $25.6K | Hold |
562
| – | – | 0.01% | 338 |
|
|
2024
Q2 | $23.3K | Hold |
562
| – | – | 0.01% | 355 |
|
|
2024
Q1 | $24.2K | Hold |
562
| – | – | 0.01% | 351 |
|
|
2023
Q4 | $23.7K | Hold |
562
| – | – | 0.01% | 325 |
|
|
2023
Q3 | $20.7K | Hold |
562
| – | – | 0.01% | 335 |
|
|
2023
Q2 | $21.8K | Buy |
+562
| New | +$21.8K | 0.01% | 337 |
|