MLRA
Main Line Retirement 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 | – | Sell |
-6,177
| Closed | -$252K | – | 46 |
|
|
2025
Q1 | $252K | Sell |
6,177
-61
| -1% | -$2.49K | 0.16% | 36 |
|
|
2024
Q4 | $280K | Buy |
6,238
+28
| +0.5% | +$1.26K | 0.18% | 32 |
|
|
2024
Q3 | $283K | Buy |
6,210
+27
| +0.4% | +$1.23K | 0.19% | 30 |
|
|
2024
Q2 | $257K | Buy |
6,183
+31
| +0.5% | +$1.29K | 0.2% | 30 |
|
|
2024
Q1 | $265K | Sell |
6,152
-1,601
| -21% | -$68.9K | 0.21% | 30 |
|
|
2023
Q4 | $327K | Buy |
+7,753
| New | +$327K | 0.28% | 25 |
|
|
2023
Q2 | $934K | Buy |
+24,049
| New | +$934K | 0.88% | 16 |
|