IFPG
Intrepid Financial Planning Group’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 | $298K | Buy |
6,987
+178
| +3% | +$7.58K | 0.13% | 98 |
|
|
2025
Q1 | $278K | Buy |
6,809
+227
| +3% | +$9.25K | 0.13% | 98 |
|
|
2024
Q4 | $296K | Buy |
6,582
+112
| +2% | +$5.03K | 0.12% | 98 |
|
|
2024
Q3 | $294K | Buy |
+6,470
| New | +$294K | 0.13% | 98 |
|
|
2024
Q2 | – | Sell |
-39,001
| Closed | -$1.68M | – | 135 |
|
|
2024
Q1 | $1.68M | Buy |
39,001
+897
| +2% | +$38.6K | 0.73% | 37 |
|
|
2023
Q4 | $1.61M | Sell |
38,104
-526
| -1% | -$22.2K | 0.77% | 33 |
|
|
2023
Q3 | $1.43M | Sell |
38,630
-6,208
| -14% | -$229K | 0.74% | 34 |
|
|
2023
Q2 | $1.74M | Sell |
44,838
-412
| -0.9% | -$16K | 0.84% | 34 |
|
|
2023
Q1 | $1.71M | Sell |
45,250
-1,589
| -3% | -$60K | 0.86% | 33 |
|
|
2022
Q4 | $1.73M | Buy |
46,839
+7,405
| +19% | +$274K | 0.94% | 26 |
|
|
2022
Q3 | $1.34M | Sell |
39,434
-28
| -0.1% | -$954 | 0.76% | 34 |
|
|
2022
Q2 | $1.42M | Buy |
+39,462
| New | +$1.42M | 0.78% | 33 |
|