CIAS
CFS Investment Advisory Services’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 | $917K | Buy |
21,534
+4,067
| +23% | +$173K | 0.08% | 182 |
|
|
2025
Q1 | $712K | Sell |
17,467
-37
| -0.2% | -$1.51K | 0.06% | 188 |
|
|
2024
Q4 | $786K | Buy |
17,504
+2,643
| +18% | +$119K | 0.07% | 175 |
|
|
2024
Q3 | $676K | Buy |
14,861
+472
| +3% | +$21.5K | 0.06% | 183 |
|
|
2024
Q2 | $598K | Sell |
14,389
-2,239
| -13% | -$93.1K | 0.05% | 172 |
|
|
2024
Q1 | $716K | Buy |
16,628
+4,160
| +33% | +$179K | 0.12% | 99 |
|
|
2023
Q4 | $526K | Buy |
12,468
+308
| +3% | +$13K | 0.09% | 100 |
|
|
2023
Q3 | $449K | Buy |
12,160
+235
| +2% | +$8.68K | 0.07% | 123 |
|
|
2023
Q2 | $463K | Buy |
11,925
+1,045
| +10% | +$40.6K | 0.06% | 167 |
|
|
2023
Q1 | $411K | Sell |
10,880
-5,202
| -32% | -$197K | 0.07% | 105 |
|
|
2022
Q4 | $595K | Sell |
16,082
-563,740
| -97% | -$20.9M | 0.14% | 78 |
|
|
2022
Q3 | $580K | Buy |
579,822
+562,266
| +3,203% | +$562K | 0.13% | 86 |
|
|
2022
Q2 | $632K | Sell |
17,556
-1,292,660
| -99% | -$46.5M | 0.1% | 151 |
|
|
2022
Q1 | $61K | Buy |
1,310,216
+1,277,387
| +3,891% | +$59.5K | 0.27% | 54 |
|
|
2021
Q4 | $1.36M | Sell |
32,829
-7,091
| -18% | -$294K | 0.18% | 117 |
|
|
2021
Q3 | $1.7M | Buy |
+39,920
| New | +$1.7M | 0.23% | 105 |
|
|
2020
Q4 | $1.78M | Buy |
+49,635
| New | +$1.78M | 0.28% | 92 |
|