LIA
LBMC Investment Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-33,820
| Closed | -$1.38M | – | 216 |
|
|
2025
Q1 | $1.38M | Hold |
33,820
| – | – | 0.11% | 71 |
|
|
2024
Q4 | $1.52M | Buy |
33,820
+540
| +2% | +$24.3K | 0.12% | 67 |
|
|
2024
Q3 | $1.51M | Hold |
33,280
| – | – | 0.12% | 62 |
|
|
2024
Q2 | $1.38M | Sell |
33,280
-51,115
| -61% | -$2.12M | 0.12% | 62 |
|
|
2024
Q1 | $3.63M | Buy |
84,395
+4,840
| +6% | +$208K | 0.32% | 36 |
|
|
2023
Q4 | $3.36M | Buy |
79,555
+28,440
| +56% | +$1.2M | 0.32% | 32 |
|
|
2023
Q3 | $1.83M | Hold |
51,115
| – | – | 0.19% | 42 |
|
|
2023
Q2 | $1.99M | Buy |
+51,115
| New | +$1.99M | 0.2% | 40 |
|