Marathon Strategic 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
Q2 | $1.94M | Buy |
45,428
+6,151
| +16% | +$262K | 1.8% | 15 |
|
|
2025
Q1 | $1.6M | Buy |
39,277
+1,643
| +4% | +$67K | 1.72% | 15 |
|
|
2024
Q4 | $1.69M | Buy |
37,634
+1,557
| +4% | +$69.9K | 1.83% | 15 |
|
|
2024
Q3 | $1.64M | Buy |
36,077
+5,195
| +17% | +$236K | 1.74% | 15 |
|
|
2024
Q2 | $1.28M | Buy |
30,882
+1,748
| +6% | +$72.6K | 1.5% | 18 |
|
|
2024
Q1 | $1.25M | Buy |
29,134
+1,486
| +5% | +$64K | 1.53% | 15 |
|
|
2023
Q4 | $1.17M | Buy |
+27,648
| New | +$1.17M | 1.58% | 18 |
|