Capital Asset Advisory Services’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 | $356K | Buy |
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|
2025
Q2 | $218K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $242K | Sell |
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|
2024
Q3 | $239K | Sell |
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|
2024
Q2 | $244K | Sell |
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|
2024
Q1 | $259K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $154K | Sell |
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|
2022
Q2 | $460K | Buy |
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|
2022
Q1 | $503K | Sell |
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|
2021
Q4 | $577K | Sell |
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|
2021
Q3 | $573K | Buy |
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|
2021
Q2 | $578K | Sell |
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|
2021
Q1 | $749K | Buy |
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|
2020
Q4 | $323K | Buy |
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|
2020
Q3 | $166K | Sell |
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|
2020
Q2 | $180K | Sell |
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|
2020
Q1 | $149K | Sell |
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|
2019
Q4 | $280K | Buy |
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