FSA
Financial Security Advisor’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 | $13.9M | Sell |
325,882
-14,264
| -4% | -$608K | 3.2% | 7 |
|
|
2025
Q1 | $13.9M | Sell |
340,146
-15,636
| -4% | -$637K | 3.52% | 6 |
|
|
2024
Q4 | $16M | Sell |
355,782
-86,853
| -20% | -$3.9M | 4.06% | 5 |
|
|
2024
Q3 | $20.1M | Sell |
442,635
-4,366
| -1% | -$199K | 5.02% | 4 |
|
|
2024
Q2 | $18.6M | Sell |
447,001
-4,746
| -1% | -$197K | 6.22% | 3 |
|
|
2024
Q1 | $19.4M | Sell |
451,747
-5,866
| -1% | -$252K | 6.8% | 3 |
|
|
2023
Q4 | $19.3M | Buy |
457,613
+278
| +0.1% | +$11.7K | 7.58% | 3 |
|
|
2023
Q3 | $16.9M | Buy |
+457,335
| New | +$16.9M | 7.76% | 3 |
|