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

Davies Financial Advisors’s Portfolio SPSM Stock Details SPSM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$713K Sell
16,733
-9,479
-36% -$404K 0.55% 40
2025
Q1 		$1.07M Buy
26,212
+2,092
+9% +$85.3K 0.91% 23
2024
Q4 		$1.08M Buy
24,120
+9,908
+70% +$445K 0.92% 25
2024
Q3 		$647K Buy
+14,212
New +$647K 0.56% 41