Clearstead Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $905K | Sell |
21,241
-867
| -4% | -$36.9K | 0.01% | 469 |
|
|
2025
Q1 | $901K | Buy |
22,108
+3,427
| +18% | +$140K | 0.01% | 435 |
|
|
2024
Q4 | $839K | Buy |
18,681
+103
| +0.6% | +$4.63K | 0.01% | 447 |
|
|
2024
Q3 | $845K | Sell |
18,578
-363
| -2% | -$16.5K | 0.01% | 451 |
|
|
2024
Q2 | $787K | Buy |
18,941
+18,206
| +2,477% | +$756K | 0.01% | 444 |
|
|
2024
Q1 | $31.3K | Hold |
735
| – | – | ﹤0.01% | 860 |
|
|
2023
Q4 | $31K | Sell |
735
-735
| -50% | -$31K | ﹤0.01% | 860 |
|
|
2023
Q3 | $54.2K | Buy |
1,470
+735
| +100% | +$27.1K | ﹤0.01% | 871 |
|
|
2023
Q2 | $28.5K | Buy |
735
+25
| +4% | +$971 | ﹤0.01% | 839 |
|
|
2023
Q1 | $26.8K | Buy |
+710
| New | +$26.8K | ﹤0.01% | 795 |
|