IFG Advisory’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
$1.58M Sell
37,102
-6,456
-15% -$275K 0.08% 260
2025
Q1
$1.78M Buy
43,558
+3,838
+10% +$156K 0.1% 229
2024
Q4
$1.78M Buy
39,720
+1,316
+3% +$59.1K 0.1% 216
2024
Q3
$1.75M Buy
38,404
+4,447
+13% +$202K 0.11% 214
2024
Q2
$1.41M Buy
33,957
+22,107
+187% +$918K 0.09% 239
2024
Q1
$510K Buy
+11,850
New +$510K 0.04% 311
2018
Q4
Sell
-6,316
Closed -$201K 364
2018
Q3
$201K Buy
+6,316
New +$201K 0.04% 363