Cyndeo Wealth Partners’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 | $3.17M | Sell |
74,467
-983
| -1% | -$41.9K | 0.19% | 132 |
|
|
2025
Q1 | $3.08M | Buy |
75,450
+36,227
| +92% | +$1.48M | 0.2% | 125 |
|
|
2024
Q4 | $1.76M | Buy |
39,223
+2,779
| +8% | +$125K | 0.12% | 174 |
|
|
2024
Q3 | $1.66M | Buy |
36,444
+1
| +0% | +$46 | 0.12% | 177 |
|
|
2024
Q2 | $1.51M | Sell |
36,443
-3,224
| -8% | -$134K | 0.12% | 180 |
|
|
2024
Q1 | $1.71M | Sell |
39,667
-829
| -2% | -$35.7K | 0.14% | 163 |
|
|
2023
Q4 | $1.71M | Sell |
40,496
-44
| -0.1% | -$1.86K | 0.16% | 154 |
|
|
2023
Q3 | $1.5M | Buy |
40,540
+1,524
| +4% | +$56.2K | 0.16% | 147 |
|
|
2023
Q2 | $1.52M | Buy |
+39,016
| New | +$1.52M | 0.16% | 146 |
|