Caitlin John’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 | $306K | Buy |
+7,188
| New | +$306K | 0.28% | 94 |
|
2025
Q1 | – | Sell |
-2,124
| Closed | -$95.4K | – | 690 |
|
2024
Q4 | $95.4K | Buy |
2,124
+213
| +11% | +$9.57K | 0.06% | 169 |
|
2024
Q3 | $91.6K | Buy |
1,911
+219
| +13% | +$10.5K | 0.06% | 179 |
|
2024
Q2 | $70.3K | Sell |
1,692
-235
| -12% | -$9.76K | 0.05% | 204 |
|
2024
Q1 | $83K | Sell |
1,927
-67,649
| -97% | -$2.91M | 0.06% | 176 |
|
2023
Q4 | $2.93M | Buy |
+69,576
| New | +$2.93M | 2.39% | 6 |
|