Ironwood Financial’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 | $220K | Hold |
5,399
| – | – | 0.05% | 150 |
|
|
2025
Q1 | $220K | Buy |
5,399
+255
| +5% | +$10.4K | 0.05% | 150 |
|
|
2024
Q4 | $231K | Buy |
+5,144
| New | +$231K | 0.05% | 147 |
|
|
2021
Q4 | – | Sell |
-58
| Closed | -$2K | – | 477 |
|
|
2021
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 523 |
|
|
2021
Q2 | $3K | Sell |
58
-29
| -33% | -$1.5K | ﹤0.01% | 484 |
|
|
2021
Q1 | $4K | Hold |
87
| – | – | ﹤0.01% | 437 |
|
|
2020
Q4 | $3K | Hold |
87
| – | – | ﹤0.01% | 425 |
|
|
2020
Q3 | $2K | Hold |
87
| – | – | ﹤0.01% | 398 |
|
|
2020
Q2 | $2K | Buy |
+87
| New | +$2K | ﹤0.01% | 369 |
|