Legend Financial Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
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|
2025
Q1 | $2.13M | Sell |
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|
2024
Q4 | $3.82M | Sell |
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|
2024
Q3 | $3.96M | Sell |
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|
2024
Q2 | $3.63M | Buy |
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|
2024
Q1 | $3.63M | Buy |
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|
2023
Q4 | $3.44M | Buy |
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|
2023
Q3 | $2.99M | Buy |
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|
2023
Q2 | $3.13M | Buy |
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|
2023
Q1 | $3.04M | Buy |
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|
2022
Q4 | $2.9M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.66M | Buy |
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|
2019
Q3 | $1.52M | Buy |
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|
2019
Q2 | $1.55M | Buy |
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|
2019
Q1 | $1.44M | Buy |
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|
2018
Q4 | $1.22M | Buy |
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