Essex Savings Bank’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 | $373K | Sell |
8,766
-390
| -4% | -$16.6K | 0.09% | 188 |
|
|
2025
Q1 | $373K | Buy |
9,156
+1,963
| +27% | +$80K | 0.09% | 186 |
|
|
2024
Q4 | $323K | Buy |
7,193
+702
| +11% | +$31.5K | 0.08% | 203 |
|
|
2024
Q3 | $295K | Sell |
6,491
-40
| -0.6% | -$1.82K | 0.07% | 216 |
|
|
2024
Q2 | $271K | Buy |
6,531
+302
| +5% | +$12.5K | 0.07% | 211 |
|
|
2024
Q1 | $263K | Hold |
6,229
| – | – | 0.08% | 217 |
|
|
2023
Q4 | $263K | Sell |
6,229
-527
| -8% | -$22.2K | 0.08% | 216 |
|
|
2023
Q3 | $249K | Buy |
+6,756
| New | +$249K | 0.08% | 195 |
|