BFA
Bill Few Associates’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 | $2.06M | Sell |
48,415
-2,778
| -5% | -$118K | 0.58% | 45 |
|
|
2025
Q1 | $2.09M | Buy |
51,193
+3,185
| +7% | +$130K | 0.75% | 38 |
|
|
2024
Q4 | $2.16M | Buy |
48,008
+2,688
| +6% | +$121K | 0.76% | 38 |
|
|
2024
Q3 | $2.06M | Buy |
45,320
+6,506
| +17% | +$296K | 0.73% | 39 |
|
|
2024
Q2 | $1.61M | Buy |
38,814
+12,532
| +48% | +$520K | 0.62% | 46 |
|
|
2024
Q1 | $1.13M | Buy |
26,282
+2,650
| +11% | +$114K | 0.46% | 56 |
|
|
2023
Q4 | $997K | Buy |
23,632
+5,655
| +31% | +$239K | 0.45% | 57 |
|
|
2023
Q3 | $663K | Buy |
17,977
+690
| +4% | +$25.5K | 0.35% | 61 |
|
|
2023
Q2 | $671K | Buy |
+17,287
| New | +$671K | 0.35% | 59 |
|