Ehrlich Financial Group’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 | – | Sell |
-7,861
| Closed | -$320K | – | 120 |
|
|
2025
Q1 | $320K | Sell |
7,861
-6,793
| -46% | -$277K | 0.23% | 80 |
|
|
2024
Q4 | $658K | Buy |
14,654
+875
| +6% | +$39.3K | 0.47% | 46 |
|
|
2024
Q3 | $627K | Buy |
13,779
+2
| +0% | +$91 | 0.45% | 48 |
|
|
2024
Q2 | $572K | Sell |
13,777
-1,588
| -10% | -$66K | 0.45% | 44 |
|
|
2024
Q1 | $661K | Buy |
15,365
+935
| +6% | +$40.2K | 0.56% | 38 |
|
|
2023
Q4 | $609K | Buy |
+14,430
| New | +$609K | 0.61% | 46 |
|