Farther Finance Advisors’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
$2.72M Sell
63,812
-51,333
-45% -$2.19M 0.05% 286
2025
Q1
$4.71M Buy
115,145
+48,849
+74% +$2M 0.12% 162
2024
Q4
$2.98M Buy
66,296
+3,542
+6% +$159K 0.11% 157
2024
Q3
$2.86M Buy
62,754
+24,856
+66% +$1.13M 0.11% 159
2024
Q2
$1.56M Buy
37,898
+8,110
+27% +$334K 0.08% 204
2024
Q1
$1.27M Buy
29,788
+5,649
+23% +$241K 0.08% 214
2023
Q4
$1.02M Sell
24,139
-14,415
-37% -$608K 0.07% 233
2023
Q3
$1.42M Buy
38,554
+2,419
+7% +$89.3K 0.22% 87
2023
Q2
$1.4M Buy
36,135
+35,950
+19,432% +$1.4M 0.31% 65
2023
Q1
$6.97K Sell
185
-82
-31% -$3.09K ﹤0.01% 1232
2022
Q4
$9.88K Buy
+267
New +$9.88K ﹤0.01% 944