HSG
Helen Stephens Group’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 | $232K | Buy |
5,439
+23
| +0.4% | +$980 | 0.06% | 83 |
|
|
2025
Q1 | $221K | Buy |
5,416
+37
| +0.7% | +$1.51K | 0.06% | 81 |
|
|
2024
Q4 | $242K | Sell |
5,379
-76
| -1% | -$3.41K | 0.07% | 79 |
|
|
2024
Q3 | $248K | Sell |
5,455
-365
| -6% | -$16.6K | 0.08% | 79 |
|
|
2024
Q2 | $242K | Sell |
5,820
-609
| -9% | -$25.3K | 0.08% | 74 |
|
|
2024
Q1 | $277K | Sell |
6,429
-2,234
| -26% | -$96.1K | 0.11% | 60 |
|
|
2023
Q4 | $365K | Sell |
8,663
-135
| -2% | -$5.69K | 0.16% | 52 |
|
|
2023
Q3 | $325K | Sell |
8,798
-37
| -0.4% | -$1.37K | 0.17% | 51 |
|
|
2023
Q2 | $343K | Sell |
8,835
-106
| -1% | -$4.12K | 0.17% | 51 |
|
|
2023
Q1 | $338K | Buy |
8,941
+111
| +1% | +$4.19K | 0.18% | 56 |
|
|
2022
Q4 | $326K | Sell |
8,830
-5,571
| -39% | -$206K | 0.19% | 58 |
|
|
2022
Q3 | $491K | Buy |
14,401
+134
| +0.9% | +$4.57K | 0.34% | 40 |
|
|
2022
Q2 | $513K | Sell |
14,267
-206
| -1% | -$7.41K | 0.36% | 35 |
|
|
2022
Q1 | $609K | Buy |
14,473
+2,575
| +22% | +$108K | 0.42% | 30 |
|
|
2021
Q4 | $532K | Buy |
+11,898
| New | +$532K | 0.43% | 28 |
|