GIA
Gladstone Institutional Advisory’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 | $7.79M | Buy |
182,918
+596
| +0.3% | +$25.4K | 0.32% | 65 |
|
|
2025
Q1 | $7.43M | Buy |
182,322
+19,596
| +12% | +$799K | 0.35% | 68 |
|
|
2024
Q4 | $7.31M | Buy |
162,726
+4,439
| +3% | +$199K | 0.34% | 68 |
|
|
2024
Q3 | $7.2M | Buy |
158,287
+5,321
| +3% | +$242K | 0.35% | 71 |
|
|
2024
Q2 | $6.35M | Buy |
152,966
+18,239
| +14% | +$757K | 0.33% | 74 |
|
|
2024
Q1 | $5.8M | Buy |
134,727
+9,216
| +7% | +$397K | 0.32% | 77 |
|
|
2023
Q4 | $5.29M | Buy |
125,511
+1,228
| +1% | +$51.8K | 0.3% | 82 |
|
|
2023
Q3 | $4.59M | Sell |
124,283
-1,087
| -0.9% | -$40.1K | 0.3% | 82 |
|
|
2023
Q2 | $4.87M | Sell |
125,370
-5,010
| -4% | -$195K | 0.3% | 87 |
|
|
2023
Q1 | $4.92M | Buy |
130,380
+14,811
| +13% | +$559K | 0.32% | 79 |
|
|
2022
Q4 | $4.27M | Buy |
115,569
+9,443
| +9% | +$349K | 0.3% | 96 |
|
|
2022
Q3 | $3.62M | Buy |
106,126
+60,313
| +132% | +$2.05M | 0.28% | 91 |
|
|
2022
Q2 | $1.65M | Buy |
45,813
+36,832
| +410% | +$1.32M | 0.13% | 181 |
|
|
2022
Q1 | $378K | Buy |
+8,981
| New | +$378K | 0.03% | 494 |
|