CFS Investment 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
Q2 | $917K | Buy |
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|
2025
Q1 | $712K | Sell |
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|
2024
Q4 | $786K | Buy |
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|
2024
Q3 | $676K | Buy |
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|
2024
Q2 | $598K | Sell |
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|
2024
Q1 | $716K | Buy |
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|
2023
Q4 | $526K | Buy |
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|
2023
Q3 | $449K | Buy |
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|
2023
Q2 | $463K | Buy |
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|
2023
Q1 | $411K | Sell |
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|
2022
Q4 | $595K | Sell |
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|
2022
Q3 | $580K | Buy |
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|
2022
Q2 | $632K | Sell |
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|
2022
Q1 | $61K | Buy |
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|
2021
Q4 | $1.36M | Sell |
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|
2021
Q3 | $1.7M | Buy |
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|
2020
Q4 | $1.78M | Buy |
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