Brown Financial Advisory’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $625K | Hold |
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|
2025
Q2 | $575K | Hold |
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|
2025
Q1 | $550K | Hold |
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|
2024
Q4 | $606K | Sell |
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|
2024
Q3 | $622K | Sell |
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|
2024
Q2 | $597K | Sell |
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|
2024
Q1 | $636K | Sell |
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|
2023
Q4 | $755K | Sell |
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|
2023
Q3 | $700K | Sell |
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|
2023
Q2 | $776K | Sell |
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|
2023
Q1 | $859K | Sell |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $932K | Sell |
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|
2022
Q2 | $1.3M | Sell |
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|
2022
Q1 | $1.56M | Sell |
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|
2021
Q4 | $1.67M | Hold |
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|
2021
Q3 | $1.59M | Hold |
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|
2021
Q2 | $1.64M | Sell |
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|
2021
Q1 | $1.59M | Sell |
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|
2020
Q4 | $3.98M | Buy |
|