CFA
SPSM icon

Compass Financial Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Compass Financial Advisors’s Portfolio SPSM Stock Details SPSM Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
2023
Q1 		$567K Buy
2022
Q4 		$518K Sell
2022
Q3 		$485K Buy
2022
Q2 		$498K Buy
2022
Q1 		$523K Buy
2021
Q4 		$540K Buy