Bridgeworth’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $42.8M | Buy |
1,015,464
+982
| +0.1% | +$41.4K | 4.24% | 6 |
|
2023
Q3 | $37.4M | Buy |
1,014,482
+3,342
| +0.3% | +$123K | 4.13% | 7 |
|
2023
Q2 | $39.3M | Buy |
1,011,140
+82,188
| +9% | +$3.19M | 4.34% | 7 |
|
2023
Q1 | $35.1M | Buy |
928,952
+57,303
| +7% | +$2.16M | 4.42% | 6 |
|
2022
Q4 | $32.2M | Buy |
871,649
+769,071
| +750% | +$28.4M | 5.13% | 4 |
|
2022
Q3 | $3.49M | Buy |
+102,578
| New | +$3.49M | 0.81% | 28 |
|