Charter Research & Investment Group’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 | $1.7M | Sell |
39,805
-535
| -1% | -$22.8K | 1.27% | 25 |
|
|
2025
Q1 | $1.64M | Buy |
40,340
+33,360
| +478% | +$1.36M | 1.26% | 24 |
|
|
2024
Q4 | $314K | Buy |
6,980
+385
| +6% | +$17.3K | 0.24% | 67 |
|
|
2024
Q3 | $300K | Buy |
6,595
+1,435
| +28% | +$65.3K | 0.22% | 69 |
|
|
2024
Q2 | $214K | Hold |
5,160
| – | – | 0.17% | 77 |
|
|
2024
Q1 | $222K | Buy |
5,160
+250
| +5% | +$10.8K | 0.18% | 78 |
|
|
2023
Q4 | $207K | Buy |
+4,910
| New | +$207K | 0.17% | 83 |
|