Beacon Pointe Advisors’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 | $459K | Sell |
10,767
-40
| -0.4% | -$1.7K | ﹤0.01% | 895 |
|
|
2025
Q1 | $440K | Sell |
10,807
-206
| -2% | -$8.4K | ﹤0.01% | 873 |
|
|
2024
Q4 | $495K | Sell |
11,013
-340
| -3% | -$15.3K | 0.01% | 823 |
|
|
2024
Q3 | $517K | Buy |
11,353
+1,448
| +15% | +$65.9K | 0.01% | 830 |
|
|
2024
Q2 | $411K | Sell |
9,905
-321
| -3% | -$13.3K | ﹤0.01% | 923 |
|
|
2024
Q1 | $440K | Hold |
10,226
| – | – | ﹤0.01% | 950 |
|
|
2023
Q4 | $431K | Sell |
10,226
-3,666
| -26% | -$155K | 0.01% | 935 |
|
|
2023
Q3 | $513K | Buy |
13,892
+838
| +6% | +$30.9K | 0.01% | 856 |
|
|
2023
Q2 | $507K | Buy |
+13,054
| New | +$507K | 0.01% | 704 |
|
|
2022
Q2 | – | Sell |
-5,666
| Closed | -$238K | – | 1196 |
|
|
2022
Q1 | $238K | Buy |
+5,666
| New | +$238K | ﹤0.01% | 1062 |
|