Crewe Advisors’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
Q1 | – | Sell |
-411
| Closed | -$18.5K | – | 750 |
|
|
2024
Q4 | $18.5K | Buy |
+411
| New | +$18.5K | ﹤0.01% | 363 |
|
|
2023
Q4 | – | Sell |
-285
| Closed | -$10.5K | – | 659 |
|
|
2023
Q3 | $10.5K | Hold |
285
| – | – | ﹤0.01% | 243 |
|
|
2023
Q2 | $11.1K | Buy |
285
+261
| +1,088% | +$10.1K | ﹤0.01% | 401 |
|
|
2023
Q1 | $907 | Hold |
24
| – | – | ﹤0.01% | 760 |
|
|
2022
Q4 | $887 | Hold |
24
| – | – | ﹤0.01% | 931 |
|
|
2022
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 1201 |
|
|
2022
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 1105 |
|
|
2022
Q1 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 466 |
|