CFAM
Center For Asset Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $322K | Buy |
7,170
+670
| +10% | +$30.1K | 0.2% | 93 |
|
2025
Q1 | $265K | Sell |
6,500
-1,051
| -14% | -$42.8K | 0.16% | 107 |
|
2024
Q4 | $339K | Sell |
7,551
-116
| -2% | -$5.21K | 0.22% | 86 |
|
2024
Q3 | $349K | Sell |
7,667
-235
| -3% | -$10.7K | 0.21% | 91 |
|
2024
Q2 | $328K | Sell |
7,902
-391
| -5% | -$16.2K | 0.22% | 96 |
|
2024
Q1 | $357K | Sell |
8,293
-170
| -2% | -$7.32K | 0.29% | 80 |
|
2023
Q4 | $357K | Sell |
8,463
-1,078
| -11% | -$45.5K | 0.33% | 73 |
|
2023
Q3 | $352K | Buy |
9,541
+1,825
| +24% | +$67.3K | 0.35% | 73 |
|
2023
Q2 | $300K | Buy |
+7,716
| New | +$300K | 0.28% | 82 |
|
2022
Q3 | – | Sell |
-8,065
| Closed | -$290K | – | 111 |
|
2022
Q2 | $290K | Buy |
8,065
+956
| +13% | +$34.4K | 0.27% | 83 |
|
2022
Q1 | $299K | Sell |
7,109
-168
| -2% | -$7.07K | 0.23% | 86 |
|
2021
Q4 | $325K | Sell |
7,277
-4,457
| -38% | -$199K | 0.24% | 82 |
|
2021
Q3 | $500K | Buy |
11,734
+3,051
| +35% | +$130K | 0.42% | 47 |
|
2021
Q2 | $382K | Sell |
8,683
-1,713
| -16% | -$75.4K | 0.33% | 56 |
|
2021
Q1 | $439K | Buy |
10,396
+2,026
| +24% | +$85.6K | 0.42% | 47 |
|
2020
Q4 | $300K | Buy |
+8,370
| New | +$300K | 0.3% | 57 |
|