Capital Advisors Ltd’s 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 | $68K | Hold |
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|
2025
Q2 | $63K | Hold |
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|
2025
Q1 | $60K | Hold |
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|
2024
Q4 | $66K | Hold |
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|
2024
Q3 | $67K | Hold |
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|
2024
Q2 | $61K | Hold |
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|
2024
Q1 | $63K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $9K | Hold |
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|
2022
Q2 | $9K | Hold |
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|
2022
Q1 | $11K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $3K | Hold |
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|
2019
Q4 | $4K | Hold |
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|
2019
Q3 | $4K | Sell |
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|
2019
Q2 | $69K | Buy |
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|
2019
Q1 | $4K | Hold |
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|
2018
Q4 | $3K | Buy |
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