Cerity Partners’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 | $5.06M | Buy |
118,719
+19,182
| +19% | +$817K | 0.01% | 795 |
|
|
2025
Q1 | $4.06M | Sell |
99,537
-6,896
| -6% | -$281K | 0.01% | 809 |
|
|
2024
Q4 | $4.78M | Buy |
106,433
+12,455
| +13% | +$559K | 0.01% | 730 |
|
|
2024
Q3 | $4.28M | Sell |
93,978
-2,020
| -2% | -$91.9K | 0.01% | 763 |
|
|
2024
Q2 | $3.99M | Sell |
95,998
-1,108
| -1% | -$46K | 0.01% | 676 |
|
|
2024
Q1 | $4.18M | Sell |
97,106
-167
| -0.2% | -$7.19K | 0.01% | 700 |
|
|
2023
Q4 | $4.1M | Sell |
97,273
-843
| -0.9% | -$35.6K | 0.01% | 578 |
|
|
2023
Q3 | $3.62M | Buy |
98,116
+18,771
| +24% | +$693K | 0.02% | 474 |
|
|
2023
Q2 | $3.08M | Buy |
79,345
+67,194
| +553% | +$2.61M | 0.01% | 616 |
|
|
2023
Q1 | $459K | Buy |
12,151
+1
| +0% | +$38 | ﹤0.01% | 1331 |
|
|
2022
Q4 | $449K | Buy |
+12,150
| New | +$449K | ﹤0.01% | 980 |
|