LFA
Legend Financial 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 | $1.89M | Sell |
44,433
-7,920
| -15% | -$337K | 1.26% | 16 |
|
|
2025
Q1 | $2.13M | Sell |
52,353
-32,778
| -39% | -$1.34M | 1.57% | 15 |
|
|
2024
Q4 | $3.82M | Sell |
85,131
-1,829
| -2% | -$82.2K | 2.7% | 14 |
|
|
2024
Q3 | $3.96M | Sell |
86,960
-427
| -0.5% | -$19.4K | 2.73% | 14 |
|
|
2024
Q2 | $3.63M | Buy |
87,387
+2,968
| +4% | +$123K | 2.58% | 14 |
|
|
2024
Q1 | $3.63M | Buy |
84,419
+2,795
| +3% | +$120K | 2.63% | 14 |
|
|
2023
Q4 | $3.44M | Buy |
81,624
+704
| +0.9% | +$29.7K | 2.77% | 14 |
|
|
2023
Q3 | $2.99M | Buy |
80,920
+256
| +0.3% | +$9.45K | 2.55% | 14 |
|
|
2023
Q2 | $3.13M | Buy |
80,664
+102
| +0.1% | +$3.96K | 2.61% | 14 |
|
|
2023
Q1 | $3.04M | Buy |
80,562
+2,113
| +3% | +$79.8K | 2.56% | 15 |
|
|
2022
Q4 | $2.9M | Buy |
+78,449
| New | +$2.9M | 2.53% | 15 |
|
|
2020
Q1 | – | Sell |
-50,712
| Closed | -$1.66M | – | 38 |
|
|
2019
Q4 | $1.66M | Buy |
50,712
+5
| +0% | +$163 | 1.41% | 12 |
|
|
2019
Q3 | $1.52M | Buy |
50,707
+2,344
| +5% | +$70.3K | 1.29% | 14 |
|
|
2019
Q2 | $1.55M | Buy |
48,363
+666
| +1% | +$21.4K | 1.37% | 13 |
|
|
2019
Q1 | $1.44M | Buy |
47,697
+1,684
| +4% | +$50.9K | 1.58% | 12 |
|
|
2018
Q4 | $1.22M | Buy |
+46,013
| New | +$1.22M | 1.79% | 12 |
|