LPT
Legacy Private Trust’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 | $1.48M | Sell |
34,654
-27,134
| -44% | -$1.16M | 0.1% | 134 |
|
|
2025
Q1 | $2.52M | Buy |
61,788
+3,385
| +6% | +$138K | 0.17% | 94 |
|
|
2024
Q4 | $2.62M | Buy |
58,403
+155
| +0.3% | +$6.96K | 0.17% | 103 |
|
|
2024
Q3 | $2.65M | Sell |
58,248
-2,247
| -4% | -$102K | 0.18% | 101 |
|
|
2024
Q2 | $2.51M | Buy |
60,495
+3,041
| +5% | +$126K | 0.18% | 98 |
|
|
2024
Q1 | $2.47M | Buy |
57,454
+1,149
| +2% | +$49.5K | 0.18% | 103 |
|
|
2023
Q4 | $2.37M | Sell |
56,305
-4,221
| -7% | -$178K | 0.19% | 98 |
|
|
2023
Q3 | $2.23M | Buy |
60,526
+7,644
| +14% | +$282K | 0.19% | 97 |
|
|
2023
Q2 | $2.05M | Buy |
+52,882
| New | +$2.05M | 0.17% | 103 |
|