HeadInvest LLC’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 | $1.28M | Sell |
30,015
-2,433
| -7% | -$104K | 0.27% | 75 |
|
|
2025
Q1 | $1.32M | Buy |
32,448
+6,565
| +25% | +$268K | 0.26% | 80 |
|
|
2024
Q4 | $1.16M | Buy |
25,883
+5,570
| +27% | +$250K | 0.22% | 81 |
|
|
2024
Q3 | $924K | Buy |
+20,313
| New | +$924K | 0.17% | 102 |
|
|
2023
Q4 | – | Sell |
-840
| Closed | -$30.6K | – | 624 |
|
|
2023
Q3 | $30.6K | Buy |
+840
| New | +$30.6K | 0.01% | 401 |
|