Beaumont 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 | $233K | Buy |
+5,477
| New | +$233K | 0.02% | 340 |
|
|
2025
Q1 | – | Sell |
-4,725
| Closed | -$212K | – | 383 |
|
|
2024
Q4 | $212K | Sell |
4,725
-1,754
| -27% | -$78.8K | 0.02% | 348 |
|
|
2024
Q3 | $295K | Buy |
6,479
+520
| +9% | +$23.7K | 0.02% | 278 |
|
|
2024
Q2 | $247K | Sell |
5,959
-362
| -6% | -$15K | 0.02% | 307 |
|
|
2024
Q1 | $272K | Sell |
6,321
-554
| -8% | -$23.8K | 0.02% | 292 |
|
|
2023
Q4 | $290K | Buy |
6,875
+656
| +11% | +$27.7K | 0.03% | 272 |
|
|
2023
Q3 | $229K | Hold |
6,219
| – | – | 0.02% | 287 |
|
|
2023
Q2 | $242K | Buy |
+6,219
| New | +$242K | 0.02% | 298 |
|