HFA
High Falls Advisors’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 | $204K | Buy |
+4,779
| New | +$204K | 0.05% | 140 |
|
2025
Q1 | – | Sell |
-4,779
| Closed | -$215K | – | 131 |
|
2024
Q4 | $215K | Hold |
4,779
| – | – | 0.05% | 113 |
|
2024
Q3 | $217K | Sell |
4,779
-1,000
| -17% | -$45.5K | 0.05% | 117 |
|
2024
Q2 | $240K | Hold |
5,779
| – | – | 0.06% | 108 |
|
2024
Q1 | $249K | Hold |
5,779
| – | – | 0.06% | 103 |
|
2023
Q4 | $244K | Sell |
5,779
-1,000
| -15% | -$42.2K | 0.07% | 95 |
|
2023
Q3 | $250K | Sell |
6,779
-1,222
| -15% | -$45.1K | 0.08% | 82 |
|
2023
Q2 | $311K | Buy |
+8,001
| New | +$311K | 0.09% | 78 |
|