Claro Advisors’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 | $425K | Sell |
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|
2025
Q1 | $504K | Buy |
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|
2024
Q4 | $414K | Buy |
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|
2024
Q3 | $406K | Buy |
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|
2024
Q2 | $367K | Sell |
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|
2024
Q1 | $1.64M | Buy |
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|
2023
Q4 | $1.54M | Buy |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $1.31M | Buy |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $922K | Hold |
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|
2022
Q2 | $922K | Buy |
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|
2022
Q1 | $867K | Hold |
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|
2021
Q4 | $867K | Buy |
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