LA
Legacy 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 |
-8,171
| Closed | -$333K | – | 351 |
|
|
2025
Q1 | $333K | Hold |
8,171
| – | – | 0.03% | 310 |
|
|
2024
Q4 | $367K | Hold |
8,171
| – | – | 0.04% | 286 |
|
|
2024
Q3 | $372K | Sell |
8,171
-67
| -0.8% | -$3.05K | 0.04% | 270 |
|
|
2024
Q2 | $342K | Buy |
8,238
+287
| +4% | +$11.9K | 0.04% | 236 |
|
|
2024
Q1 | $342K | Hold |
7,951
| – | – | 0.04% | 237 |
|
|
2023
Q4 | $335K | Buy |
+7,951
| New | +$335K | 0.04% | 225 |
|