CFS
Coordinated Financial Services’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 | $323K | Buy |
7,591
+464
| +7% | +$19.8K | 0.22% | 113 |
|
2025
Q1 | $290K | Buy |
7,127
+23
| +0.3% | +$937 | 0.22% | 113 |
|
2024
Q4 | $319K | Buy |
+7,104
| New | +$319K | 0.25% | 103 |
|
2024
Q2 | $292K | Buy |
7,040
+30
| +0.4% | +$1.25K | 0.25% | 98 |
|
2024
Q1 | $302K | Buy |
+7,010
| New | +$302K | 0.26% | 92 |
|