Financial Advocates Investment Management’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 | $1.33M | Sell |
31,174
-27,339
| -47% | -$1.16M | 0.11% | 180 |
|
|
2025
Q1 | $2.38M | Sell |
58,513
-23,645
| -29% | -$964K | 0.17% | 145 |
|
|
2024
Q4 | $3.69M | Buy |
82,158
+2,525
| +3% | +$113K | 0.21% | 102 |
|
|
2024
Q3 | $3.63M | Buy |
79,633
+2,449
| +3% | +$112K | 0.2% | 108 |
|
|
2024
Q2 | $3.21M | Sell |
77,184
-145,141
| -65% | -$6.03M | 0.2% | 113 |
|
|
2024
Q1 | $9.57M | Buy |
222,325
+35,916
| +19% | +$1.55M | 0.55% | 34 |
|
|
2023
Q4 | $7.86M | Buy |
186,409
+48,423
| +35% | +$2.04M | 0.51% | 41 |
|
|
2023
Q3 | $5.09M | Sell |
137,986
-7,430
| -5% | -$274K | 0.37% | 70 |
|
|
2023
Q2 | $5.65M | Buy |
145,416
+84,993
| +141% | +$3.3M | 0.4% | 58 |
|
|
2023
Q1 | $2.28M | Buy |
60,423
+51,256
| +559% | +$1.94M | 0.16% | 140 |
|
|
2022
Q4 | $339K | Buy |
9,167
+3,142
| +52% | +$116K | 0.03% | 521 |
|
|
2022
Q3 | $205K | Sell |
6,025
-2,890
| -32% | -$98.3K | 0.02% | 675 |
|
|
2022
Q2 | $321K | Sell |
8,915
-7,667
| -46% | -$276K | 0.03% | 490 |
|
|
2022
Q1 | $698K | Buy |
16,582
+3,028
| +22% | +$127K | 0.05% | 371 |
|
|
2021
Q4 | $606K | Buy |
13,554
+8,168
| +152% | +$365K | 0.04% | 433 |
|
|
2021
Q3 | $229K | Buy |
+5,386
| New | +$229K | 0.02% | 668 |
|
|
2018
Q4 | – | Sell |
-191,691
| Closed | -$6.37M | – | 502 |
|
|
2018
Q3 | $6.37M | Buy |
+191,691
| New | +$6.37M | 0.71% | 26 |
|