JNBA Financial Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Sell |
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|
2025
Q1 | $15.7M | Sell |
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|
2024
Q4 | $23.7M | Buy |
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|
2024
Q3 | $23M | Sell |
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|
2024
Q2 | $21.1M | Buy |
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|
2024
Q1 | $19.5M | Buy |
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|
2023
Q4 | $8.2M | Buy |
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|
2023
Q3 | $6.01M | Buy |
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|
2023
Q2 | $5.67M | Buy |
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|
2023
Q1 | $4.77M | Buy |
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|
2022
Q4 | $4.18M | Buy |
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|
2022
Q3 | $3.79M | Buy |
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|
2022
Q2 | $3.88M | Sell |
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|
2022
Q1 | $4.61M | Sell |
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|
2021
Q4 | $5.53M | Sell |
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|
2021
Q3 | $5.42M | Sell |
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|
2021
Q2 | $6.17M | Buy |
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|
2021
Q1 | $5.93M | Buy |
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|
2020
Q4 | $4.82M | Buy |
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|
2020
Q3 | $2.75M | Sell |
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|
2020
Q2 | $2.68M | Buy |
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|
2020
Q1 | $1.81M | Buy |
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|
2019
Q4 | $1.39M | Sell |
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|
2019
Q3 | $1.41M | Buy |
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|
2019
Q2 | $1.42M | Buy |
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|
2019
Q1 | $1.32M | Sell |
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|
2018
Q4 | $1.91M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $905K | Buy |
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|
2018
Q1 | $509K | Buy |
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|
2017
Q4 | $259K | Buy |
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