Cary Street Partners Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $17.2M | Buy |
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|
2024
Q2 | $14M | Buy |
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|
2024
Q1 | $13M | Buy |
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|
2023
Q4 | $9.51M | Buy |
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|
2023
Q3 | $8.04M | Sell |
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|
2023
Q2 | $9.3M | Buy |
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|
2023
Q1 | $173K | Buy |
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|
2022
Q4 | $170K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $215K | Buy |
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|
2021
Q3 | $205K | Sell |
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|
2021
Q2 | $215K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $213K | Buy |
|