Level Four Advisory Services’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.17M | Sell |
50,832
-2,289
| -4% | -$97.5K | 0.08% | 249 |
|
2025
Q1 | $2.17M | Buy |
53,121
+3,146
| +6% | +$128K | 0.09% | 239 |
|
2024
Q4 | $2.24M | Sell |
49,975
-203
| -0.4% | -$9.12K | 0.09% | 232 |
|
2024
Q3 | $2.22M | Buy |
50,178
+2,335
| +5% | +$104K | 0.09% | 228 |
|
2024
Q2 | $1.99M | Buy |
47,843
+2,077
| +5% | +$86.3K | 0.09% | 241 |
|
2024
Q1 | $1.93M | Hold |
45,766
| – | – | 0.11% | 207 |
|
2023
Q4 | $1.93M | Sell |
45,766
-4,383
| -9% | -$185K | 0.11% | 202 |
|
2023
Q3 | $1.85M | Buy |
50,149
+1,448
| +3% | +$53.4K | 0.12% | 196 |
|
2023
Q2 | $1.89M | Buy |
+48,701
| New | +$1.89M | 0.11% | 196 |
|