Lynch & Associates’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 | $473K | Hold |
11,114
| – | – | 0.1% | 102 |
|
|
2025
Q1 | $453K | Hold |
11,114
| – | – | 0.1% | 96 |
|
|
2024
Q4 | $499K | Hold |
11,114
| – | – | 0.11% | 94 |
|
|
2024
Q3 | $506K | Hold |
11,114
| – | – | 0.11% | 95 |
|
|
2024
Q2 | $462K | Hold |
11,114
| – | – | 0.1% | 94 |
|
|
2024
Q1 | $478K | Hold |
11,114
| – | – | 0.11% | 88 |
|
|
2023
Q4 | $469K | Sell |
11,114
-213
| -2% | -$8.98K | 0.11% | 88 |
|
|
2023
Q3 | $418K | Hold |
11,327
| – | – | 0.11% | 89 |
|
|
2023
Q2 | $440K | Buy |
+11,327
| New | +$440K | 0.11% | 83 |
|