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 |
|