Kelly Financial Services’s State Street 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
Q3 | $292K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $305K | Sell |
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|
2024
Q3 | $545K | Sell |
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|
2024
Q2 | $608K | Sell |
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|
2024
Q1 | $833K | Sell |
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|
2023
Q4 | $896K | Sell |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $669K | Buy |
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|
2022
Q4 | $130K | Sell |
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|
2022
Q3 | $263K | Sell |
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|
2022
Q2 | $485K | Buy |
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|
2022
Q1 | $290K | Buy |
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|
2021
Q4 | $203K | Buy |
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|
2021
Q3 | $135K | Sell |
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|
2021
Q2 | $647K | Buy |
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|
2021
Q1 | $25.7K | Buy |
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|
2020
Q4 | $21.7K | Buy |
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|
2020
Q3 | $16.5K | Buy |
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