Bedel Financial Consulting’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 | $1.5M | Buy |
35,152
+1,364
| +4% | +$58.1K | 0.2% | 65 |
|
|
2025
Q1 | $1.34M | Buy |
33,788
+4,288
| +15% | +$170K | 0.19% | 70 |
|
|
2024
Q4 | $1.37M | Buy |
29,500
+619
| +2% | +$28.8K | 0.19% | 71 |
|
|
2024
Q3 | $1.31M | Buy |
28,881
+1,295
| +5% | +$58.9K | 0.19% | 67 |
|
|
2024
Q2 | $1.15M | Buy |
27,586
+2,108
| +8% | +$87.5K | 0.17% | 71 |
|
|
2024
Q1 | $1.1M | Buy |
25,478
+4,335
| +21% | +$187K | 0.17% | 73 |
|
|
2023
Q4 | $892K | Buy |
21,143
+1,252
| +6% | +$52.8K | 0.16% | 78 |
|
|
2023
Q3 | $734K | Buy |
19,891
+10,822
| +119% | +$399K | 0.15% | 80 |
|
|
2023
Q2 | $352K | Buy |
+9,069
| New | +$352K | 0.07% | 157 |
|
|
2022
Q2 | – | Sell |
-522
| Closed | -$22K | – | 790 |
|
|
2022
Q1 | $22K | Hold |
522
| – | – | 0.01% | 537 |
|
|
2021
Q4 | $23K | Hold |
522
| – | – | 0.01% | 542 |
|
|
2021
Q3 | $22K | Hold |
522
| – | – | 0.01% | 538 |
|
|
2021
Q2 | $23K | Hold |
522
| – | – | 0.01% | 534 |
|
|
2021
Q1 | $22K | Hold |
522
| – | – | 0.01% | 504 |
|
|
2020
Q4 | $19K | Hold |
522
| – | – | 0.01% | 461 |
|
|
2020
Q3 | $14K | Hold |
522
| – | – | 0.01% | 473 |
|
|
2020
Q2 | $14K | Hold |
522
| – | – | 0.01% | 444 |
|
|
2020
Q1 | $11K | Hold |
522
| – | – | 0.01% | 463 |
|
|
2019
Q4 | $17K | Hold |
522
| – | – | 0.01% | 425 |
|
|
2019
Q3 | $16K | Hold |
522
| – | – | 0.01% | 418 |
|
|
2019
Q2 | $16K | Hold |
522
| – | – | 0.01% | 423 |
|
|
2019
Q1 | $16K | Hold |
522
| – | – | 0.01% | 419 |
|
|
2018
Q4 | $14K | Hold |
522
| – | – | 0.01% | 411 |
|
|
2018
Q3 | $16K | Buy |
522
+31
| +6% | +$950 | 0.01% | 416 |
|
|
2018
Q2 | $16K | Sell |
491
-430
| -47% | -$14K | 0.01% | 412 |
|
|
2018
Q1 | $28K | Buy |
+921
| New | +$28K | 0.02% | 337 |
|