Lion Street Advisors’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
Q1 | – | Sell |
-5,002
| Closed | -$225K | – | 279 |
|
|
2024
Q4 | $225K | Buy |
5,002
+396
| +9% | +$17.8K | 0.07% | 236 |
|
|
2024
Q3 | $210K | Sell |
4,606
-547
| -11% | -$24.9K | 0.07% | 247 |
|
|
2024
Q2 | $214K | Sell |
5,153
-35
| -0.7% | -$1.45K | 0.08% | 247 |
|
|
2024
Q1 | $219K | Hold |
5,188
| – | – | 0.09% | 225 |
|
|
2023
Q4 | $219K | Buy |
+5,188
| New | +$219K | 0.09% | 225 |
|
|
2023
Q3 | – | Sell |
-4,619
| Closed | -$203K | – | 302 |
|
|
2023
Q2 | $203K | Buy |
+4,619
| New | +$203K | 0.07% | 230 |
|