Helen Stephens Group’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $253K | Buy |
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2025
Q2 | $232K | Buy |
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2025
Q1 | $221K | Buy |
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2024
Q4 | $242K | Sell |
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2024
Q3 | $248K | Sell |
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2024
Q2 | $242K | Sell |
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2024
Q1 | $277K | Sell |
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2023
Q4 | $365K | Sell |
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2023
Q3 | $325K | Sell |
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2023
Q2 | $343K | Sell |
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2023
Q1 | $338K | Buy |
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2022
Q4 | $326K | Sell |
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2022
Q3 | $491K | Buy |
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2022
Q2 | $513K | Sell |
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2022
Q1 | $609K | Buy |
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2021
Q4 | $532K | Buy |
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