Butensky & Cohen Financial Security’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 | $654K | Buy |
15,345
+787
| +5% | +$33.5K | 0.19% | 86 |
|
|
2025
Q1 | $593K | Buy |
14,558
+360
| +3% | +$14.7K | 0.18% | 88 |
|
|
2024
Q4 | $638K | Sell |
14,198
-146
| -1% | -$6.56K | 0.2% | 89 |
|
|
2024
Q3 | $653K | Sell |
14,344
-126
| -0.9% | -$5.73K | 0.19% | 88 |
|
|
2024
Q2 | $601K | Sell |
14,470
-12
| -0.1% | -$498 | 0.19% | 87 |
|
|
2024
Q1 | $623K | Buy |
14,482
+495
| +4% | +$21.3K | 0.19% | 87 |
|
|
2023
Q4 | $590K | Buy |
13,987
+203
| +1% | +$8.56K | 0.2% | 85 |
|
|
2023
Q3 | $509K | Sell |
13,784
-90
| -0.6% | -$3.32K | 0.18% | 87 |
|
|
2023
Q2 | $539K | Buy |
13,874
+640
| +5% | +$24.9K | 0.19% | 87 |
|
|
2023
Q1 | $500K | Buy |
13,234
+252
| +2% | +$9.52K | 0.18% | 87 |
|
|
2022
Q4 | $480K | Buy |
12,982
+752
| +6% | +$27.8K | 0.18% | 86 |
|
|
2022
Q3 | $417K | Buy |
12,230
+987
| +9% | +$33.7K | 0.17% | 91 |
|
|
2022
Q2 | $405K | Buy |
+11,243
| New | +$405K | 0.17% | 93 |
|