DAS
Diversify Advisory 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 | $4.2M | Buy |
94,241
+14,638
| +18% | +$652K | 0.16% | 101 |
|
|
2025
Q1 | $3.13M | Buy |
79,603
+10,328
| +15% | +$406K | 0.2% | 86 |
|
|
2024
Q4 | $3.06M | Sell |
69,275
-22,972
| -25% | -$1.01M | 0.17% | 91 |
|
|
2024
Q3 | $4.14M | Sell |
92,247
-11,945
| -11% | -$537K | 0.22% | 84 |
|
|
2024
Q2 | $4.27M | Sell |
104,192
-87,146
| -46% | -$3.57M | 0.23% | 79 |
|
|
2024
Q1 | $8.15M | Buy |
+191,338
| New | +$8.15M | 0.48% | 41 |
|