IFP 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 | $1.73M | Sell |
40,549
-7,648
| -16% | -$326K | 0.05% | 389 |
|
|
2025
Q1 | $1.96M | Sell |
48,197
-4,585
| -9% | -$187K | 0.06% | 358 |
|
|
2024
Q4 | $2.37M | Buy |
52,782
+5,092
| +11% | +$229K | 0.08% | 292 |
|
|
2024
Q3 | $2.17M | Sell |
47,690
-14,095
| -23% | -$641K | 0.08% | 279 |
|
|
2024
Q2 | $2.57M | Buy |
61,785
+1,909
| +3% | +$79.3K | 0.1% | 215 |
|
|
2024
Q1 | $2.58M | Buy |
59,876
+14,320
| +31% | +$616K | 0.11% | 195 |
|
|
2023
Q4 | $1.92M | Sell |
45,556
-43,949
| -49% | -$1.85M | 0.09% | 244 |
|
|
2023
Q3 | $3.3M | Buy |
89,505
+40,127
| +81% | +$1.48M | 0.15% | 136 |
|
|
2023
Q2 | $1.92M | Sell |
49,378
-56,361
| -53% | -$2.19M | 0.08% | 263 |
|
|
2023
Q1 | $3.41M | Sell |
105,739
-208,323
| -66% | -$6.72M | 0.15% | 136 |
|
|
2022
Q4 | $10.3M | Sell |
314,062
-27,078
| -8% | -$892K | 0.28% | 74 |
|
|
2022
Q3 | $11.2M | Buy |
341,140
+101,986
| +43% | +$3.36M | 0.29% | 65 |
|
|
2022
Q2 | $7.83M | Hold |
239,154
| – | – | 0.25% | 88 |
|
|
2022
Q1 | $7.83M | Buy |
239,154
+122,471
| +105% | +$4.01M | 0.25% | 88 |
|
|
2021
Q4 | $5.24M | Sell |
116,683
-138,805
| -54% | -$6.23M | 0.1% | 108 |
|
|
2021
Q3 | $10.9M | Buy |
255,488
+29,127
| +13% | +$1.24M | 0.22% | 51 |
|
|
2021
Q2 | $9.95M | Buy |
226,361
+42,975
| +23% | +$1.89M | 0.21% | 55 |
|
|
2021
Q1 | $7.75M | Buy |
183,386
+31,667
| +21% | +$1.34M | 0.15% | 66 |
|
|
2020
Q4 | $5.44M | Buy |
151,719
+56,514
| +59% | +$2.03M | 0.22% | 76 |
|
|
2020
Q3 | $2.59M | Buy |
95,205
+57,723
| +154% | +$1.57M | 0.15% | 134 |
|
|
2020
Q2 | $984K | Sell |
37,482
-2,820
| -7% | -$74K | 0.08% | 268 |
|
|
2020
Q1 | $900K | Sell |
40,302
-29,799
| -43% | -$665K | 0.09% | 229 |
|
|
2019
Q4 | $2.29M | Sell |
70,101
-85,126
| -55% | -$2.78M | 0.17% | 137 |
|
|
2019
Q3 | $4.63M | Buy |
+155,227
| New | +$4.63M | 0.31% | 73 |
|
|
2019
Q1 | $253K | Sell |
8,391
-58,183
| -87% | -$1.75M | 0.03% | 415 |
|
|
2018
Q4 | $1.74M | Sell |
66,574
-32,790
| -33% | -$858K | 0.11% | 215 |
|
|
2018
Q3 | $3.3M | Buy |
99,364
+27,922
| +39% | +$928K | 0.13% | 177 |
|
|
2018
Q2 | $2.31M | Buy |
71,442
+45,764
| +178% | +$1.48M | 0.1% | 224 |
|
|
2018
Q1 | $774K | Hold |
25,678
| – | – | 0.04% | 468 |
|
|
2017
Q4 | $774K | Buy |
25,678
+2,392
| +10% | +$72.1K | 0.04% | 468 |
|
|
2017
Q3 | $679K | Buy |
23,286
+267
| +1% | +$7.79K | 0.03% | 571 |
|
|
2017
Q2 | $639K | Buy |
23,019
+795
| +4% | +$22.1K | 0.03% | 576 |
|
|
2017
Q1 | $604K | Buy |
22,224
+60
| +0.3% | +$1.63K | 0.03% | 591 |
|
|
2016
Q4 | $588K | Buy |
22,164
+1,149
| +5% | +$30.5K | 0.03% | 553 |
|
|
2016
Q3 | $518K | Buy |
21,015
+4,224
| +25% | +$104K | 0.03% | 552 |
|
|
2016
Q2 | $376K | Sell |
16,791
-8,382
| -33% | -$188K | 0.02% | 660 |
|
|
2016
Q1 | $253K | Buy |
25,173
+10,980
| +77% | +$110K | 0.03% | 415 |
|
|
2015
Q4 | $319K | Buy |
+14,193
| New | +$319K | 0.02% | 632 |
|