BBA
Braun-Bostich & 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
Q1 | – | Sell |
-6,051
| Closed | -$272K | – | 118 |
|
|
2024
Q4 | $272K | Buy |
6,051
+2
| +0% | +$90 | 0.2% | 83 |
|
|
2024
Q3 | $275K | Sell |
6,049
-2,033
| -25% | -$92.5K | 0.19% | 88 |
|
|
2024
Q2 | $336K | Sell |
8,082
-27,847
| -78% | -$1.16M | 0.25% | 71 |
|
|
2024
Q1 | $1.55M | Sell |
35,929
-50,095
| -58% | -$2.16M | 1.29% | 18 |
|
|
2023
Q4 | $3.63M | Sell |
86,024
-2,280
| -3% | -$96.2K | 3.28% | 9 |
|
|
2023
Q3 | $3.26M | Buy |
+88,304
| New | +$3.26M | 6.08% | 7 |
|