Key Financial Inc’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 | $1.05M | Buy |
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|
2025
Q1 | $953K | Buy |
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|
2024
Q4 | $972K | Buy |
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|
2024
Q3 | $942K | Buy |
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|
2024
Q2 | $838K | Buy |
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|
2024
Q1 | $769K | Buy |
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|
2023
Q4 | $542K | Buy |
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|
2023
Q3 | $429K | Buy |
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|
2023
Q2 | $419K | Buy |
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|
2023
Q1 | $317K | Buy |
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|
2022
Q4 | $220K | Hold |
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|
2022
Q3 | $220K | Buy |
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|
2022
Q2 | $185K | Buy |
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|
2022
Q1 | $194K | Buy |
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|
2021
Q4 | $140K | Buy |
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|
2021
Q3 | $112K | Buy |
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|
2021
Q2 | $101K | Buy |
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|
2021
Q1 | $60K | Buy |
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|
2020
Q4 | $50K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $7K | Buy |
|