Keystone Financial Group (Kentucky)’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 | $308K | Buy |
7,230
+327
| +5% | +$13.9K | 0.03% | 317 |
|
|
2025
Q1 | $282K | Buy |
6,903
+998
| +17% | +$40.8K | 0.03% | 309 |
|
|
2024
Q4 | $265K | Buy |
5,905
+666
| +13% | +$29.9K | 0.03% | 316 |
|
|
2024
Q3 | $238K | Buy |
+5,239
| New | +$238K | 0.03% | 323 |
|
|
2024
Q2 | – | Sell |
-11,009
| Closed | -$474K | – | 292 |
|
|
2024
Q1 | $474K | Buy |
11,009
+1,352
| +14% | +$58.2K | 0.07% | 191 |
|
|
2023
Q4 | $407K | Sell |
9,657
-427
| -4% | -$18K | 0.07% | 173 |
|
|
2023
Q3 | $372K | Sell |
10,084
-15,839
| -61% | -$584K | 0.06% | 191 |
|
|
2023
Q2 | $1.01M | Buy |
+25,923
| New | +$1.01M | 0.17% | 97 |
|