CIA
Concurrent Investment Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Buy |
13,743
+2,607
| +23% | +$111K | 0.01% | 789 |
|
|
2025
Q1 | $454K | Buy |
11,136
+4,190
| +60% | +$171K | 0.01% | 770 |
|
|
2024
Q4 | $312K | Buy |
6,946
+1,397
| +25% | +$62.8K | 0.01% | 802 |
|
|
2024
Q3 | $253K | Buy |
5,549
+126
| +2% | +$5.73K | 0.01% | 837 |
|
|
2024
Q2 | $225K | Buy |
+5,423
| New | +$225K | 0.01% | 823 |
|