Focus Partners Wealth’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 | $4.1M | Buy |
96,346
+24,785
| +35% | +$1.06M | 0.01% | 732 |
|
|
2025
Q1 | $2.92M | Sell |
71,561
-4,775
| -6% | -$195K | 0.01% | 754 |
|
|
2024
Q4 | $3.43M | Buy |
76,336
+2,941
| +4% | +$132K | 0.01% | 715 |
|
|
2024
Q3 | $3.34M | Buy |
73,395
+23,135
| +46% | +$1.05M | 0.01% | 651 |
|
|
2024
Q2 | $2.09M | Buy |
50,260
+6,251
| +14% | +$260K | 0.01% | 644 |
|
|
2024
Q1 | $1.89M | Buy |
44,009
+7,681
| +21% | +$331K | 0.02% | 496 |
|
|
2023
Q4 | $1.53M | Buy |
+36,328
| New | +$1.53M | 0.02% | 387 |
|