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
2025
Q2
$232K Buy
2025
Q1
$221K Buy
2024
Q4
$242K Sell
2024
Q3
$248K Sell
2024
Q2
$242K Sell
2024
Q1
$277K Sell
2023
Q4
$365K Sell
2023
Q3
$325K Sell
2023
Q2
$343K Sell
2023
Q1
$338K Buy
2022
Q4
$326K Sell
2022
Q3
$491K Buy
2022
Q2
$513K Sell
2022
Q1
$609K Buy
2021
Q4
$532K Buy