Clifford Swan Investment Counsel’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 | $299K | Buy |
7,026
+1
| +0% | +$43 | 0.01% | 263 |
|
|
2025
Q1 | $286K | Hold |
7,025
| – | – | 0.01% | 269 |
|
|
2024
Q4 | $316K | Buy |
7,025
+42
| +0.6% | +$1.89K | 0.01% | 260 |
|
|
2024
Q3 | $318K | Hold |
6,983
| – | – | 0.01% | 264 |
|
|
2024
Q2 | $290K | Hold |
6,983
| – | – | 0.01% | 264 |
|
|
2024
Q1 | $301K | Hold |
6,983
| – | – | 0.01% | 265 |
|
|
2023
Q4 | $295K | Buy |
6,983
+294
| +4% | +$12.4K | 0.01% | 263 |
|
|
2023
Q3 | $247K | Hold |
6,689
| – | – | 0.01% | 270 |
|
|
2023
Q2 | $260K | Buy |
+6,689
| New | +$260K | 0.01% | 273 |
|