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 |
|