FTDI
First Trust Direct Indexing’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,624
| Closed | -$301K | – | 786 |
|
|
2024
Q3 | $301K | Buy |
6,624
+353
| +6% | +$16.1K | 0.02% | 733 |
|
|
2024
Q2 | $260K | Sell |
6,271
-581
| -8% | -$24.1K | 0.02% | 720 |
|
|
2024
Q1 | $295K | Buy |
6,852
+1,352
| +25% | +$58.2K | 0.02% | 617 |
|
|
2023
Q4 | $232K | Buy |
+5,500
| New | +$232K | 0.02% | 658 |
|