Founders Financial Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-132,857
| Closed | -$5.6M | – | 415 |
|
|
2023
Q4 | $5.6M | Buy |
+132,857
| New | +$5.6M | 0.62% | 38 |
|
|
2021
Q3 | – | Sell |
-33,665
| Closed | -$1.48M | – | 298 |
|
|
2021
Q2 | $1.48M | Sell |
33,665
-5,525
| -14% | -$243K | 0.29% | 75 |
|
|
2021
Q1 | $1.66M | Buy |
+39,190
| New | +$1.66M | 0.38% | 46 |
|
|
2019
Q1 | – | Sell |
-162,257
| Closed | -$4.28M | – | 123 |
|
|
2018
Q4 | $4.28M | Sell |
162,257
-159,065
| -50% | -$4.19M | 1.55% | 18 |
|
|
2018
Q3 | $10.7M | Buy |
+321,322
| New | +$10.7M | 2.97% | 15 |
|