Fox Financial’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 | $227K | Sell |
5,340
-10
| -0.2% | -$426 | 0.19% | 12 |
|
|
2025
Q1 | $218K | Sell |
5,350
-1,245
| -19% | -$50.7K | 0.21% | 13 |
|
|
2024
Q4 | $296K | Sell |
6,595
-5,205
| -44% | -$234K | 0.27% | 11 |
|
|
2024
Q3 | $537K | Sell |
11,800
-54,725
| -82% | -$2.49M | 0.47% | 10 |
|
|
2024
Q2 | $2.76M | Sell |
66,525
-296,351
| -82% | -$12.3M | 2.55% | 8 |
|
|
2024
Q1 | $15.6M | Sell |
362,876
-2,114
| -0.6% | -$91K | 14.15% | 5 |
|
|
2023
Q4 | $15.4M | Buy |
+364,990
| New | +$15.4M | 14.74% | 5 |
|