IFP Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

IFP Advisors’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.47M	Buy	71,831 +6,695	+10%	+$331K	0.07%	303
2025 Q4	$3.05M	Buy	65,136 +26,456	+68%	+$1.23M	0.07%	318
2025 Q3	$1.79M	Sell	38,680 -1,869	-5%	-$83.8K	0.05%	408
2025 Q2	$1.73M	Sell	40,549 -7,648	-16%	-$308K	0.05%	389
2025 Q1	$1.96M	Sell	48,197 -4,585	-9%	-$202K	0.06%	358
2024 Q4	$2.37M	Buy	52,782 +5,092	+11%	+$237K	0.08%	292
2024 Q3	$2.17M	Sell	47,690 -14,095	-23%	-$619K	0.08%	279
2024 Q2	$2.57M	Buy	61,785 +1,909	+3%	+$79.5K	0.1%	215
2024 Q1	$2.58M	Buy	59,876 +14,320	+31%	+$592K	0.11%	195
2023 Q4	$1.92M	Sell	45,556 -43,949	-49%	-$1.66M	0.09%	244
2023 Q3	$3.3M	Buy	89,505 +40,127	+81%	+$1.56M	0.15%	136
2023 Q2	$1.92M	Sell	49,378 -56,361	-53%	-$2.09M	0.08%	263
2023 Q1	$3.41M	Sell	105,739 -208,323	-66%	-$8.13M	0.15%	136
2022 Q4	$10.3M	Sell	314,062 -27,078	-8%	-$1.01M	0.28%	74
2022 Q3	$11.2M	Buy	341,140 +101,986	+43%	+$3.86M	0.29%	65
2022 Q2	$7.83M	Hold	239,154	–	–	0.25%	88
2022 Q1	$7.83M	Buy	239,154 +122,471	+105%	+$5.16M	0.25%	88
2021 Q4	$5.24M	Sell	116,683 -138,805	-54%	-$6.17M	0.1%	109
2021 Q3	$10.9M	Buy	255,488 +29,127	+13%	+$1.25M	0.22%	52
2021 Q2	$9.95M	Buy	226,361 +42,975	+23%	+$1.87M	0.21%	55
2021 Q1	$7.75M	Buy	183,386 +31,667	+21%	+$1.29M	0.15%	66
2020 Q4	$5.44M	Buy	151,719 +56,514	+59%	+$1.81M	0.22%	76
2020 Q3	$2.59M	Buy	95,205 +57,723	+154%	+$1.61M	0.15%	134
2020 Q2	$984K	Sell	37,482 -2,820	-7%	-$69.3K	0.08%	268
2020 Q1	$900K	Sell	40,302 -29,799	-43%	-$864K	0.09%	229
2019 Q4	$2.29M	Sell	70,101 -85,126	-55%	-$2.66M	0.17%	137
2019 Q3	$4.63M	Buy	+155,227	New	+$4.68M	0.31%	73
2019 Q1	$253K	Sell	8,391 -58,183	-87%	-$1.73M	0.03%	415
2018 Q4	$1.74M	Sell	66,574 -32,790	-33%	-$967K	0.11%	215
2018 Q3	$3.3M	Buy	99,364 +27,922	+39%	+$930K	0.13%	177
2018 Q2	$2.31M	Buy	71,442 +45,764	+178%	+$1.44M	0.1%	224
2018 Q1	$774K	Hold	25,678	–	–	0.04%	468
2017 Q4	$774K	Buy	25,678 +2,392	+10%	+$70.9K	0.04%	469
2017 Q3	$679K	Buy	23,286 +267	+1%	+$7.41K	0.03%	572
2017 Q2	$639K	Buy	23,019 +795	+4%	+$21.7K	0.03%	577
2017 Q1	$604K	Buy	22,224 +60	+0.3%	+$1.62K	0.03%	592
2016 Q4	$588K	Buy	22,164 +1,149	+5%	+$29K	0.03%	554
2016 Q3	$518K	Buy	21,015 +4,224	+25%	+$101K	0.03%	554
2016 Q2	$376K	Sell	16,791 -8,382	-33%	-$186K	0.02%	660
2016 Q1	$253K	Buy	25,173 +10,980	+77%	+$224K	0.03%	415
2015 Q4	$319K	Buy	+14,193	New	+$324K	0.02%	634