FG
Fiduciary Group’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 | $3.43M | Buy |
80,499
+27,325
| +51% | +$1.16M | 0.32% | 80 |
|
|
2025
Q1 | $2.17M | Buy |
53,174
+15,816
| +42% | +$645K | 0.22% | 98 |
|
|
2024
Q4 | $1.68M | Buy |
37,358
+15,659
| +72% | +$703K | 0.17% | 112 |
|
|
2024
Q3 | $988K | Buy |
21,699
+707
| +3% | +$32.2K | 0.1% | 147 |
|
|
2024
Q2 | $872K | Sell |
20,992
-703
| -3% | -$29.2K | 0.09% | 154 |
|
|
2024
Q1 | $934K | Buy |
21,695
+510
| +2% | +$22K | 0.1% | 143 |
|
|
2023
Q4 | $894K | Buy |
21,185
+14,935
| +239% | +$630K | 0.1% | 135 |
|
|
2023
Q3 | $231K | Buy |
+6,250
| New | +$231K | 0.03% | 226 |
|