Marmo Financial Group’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 | $3.02M | Sell |
70,893
-3,216
| -4% | -$137K | 1.5% | 16 |
|
|
2025
Q1 | $3.02M | Sell |
74,109
-8,290
| -10% | -$338K | 1.65% | 15 |
|
|
2024
Q4 | $3.7M | Sell |
82,399
-2,121
| -3% | -$95.3K | 2% | 13 |
|
|
2024
Q3 | $3.85M | Sell |
84,520
-230,921
| -73% | -$10.5M | 2.05% | 13 |
|
|
2024
Q2 | $13.1M | Sell |
315,441
-4,364
| -1% | -$181K | 7.92% | 4 |
|
|
2024
Q1 | $13.8M | Buy |
319,805
+16,067
| +5% | +$692K | 8.37% | 4 |
|
|
2023
Q4 | $12.8M | Sell |
303,738
-7,002
| -2% | -$295K | 9.73% | 4 |
|
|
2023
Q3 | $11.5M | Sell |
310,740
-4,372
| -1% | -$161K | 10.88% | 3 |
|
|
2023
Q2 | $12.2M | Buy |
315,112
+22,487
| +8% | +$873K | 11.06% | 3 |
|
|
2023
Q1 | $11.1M | Sell |
292,625
-165,019
| -36% | -$6.23M | 10.52% | 3 |
|
|
2022
Q4 | $16.9M | Buy |
+457,644
| New | +$16.9M | 16.35% | 1 |
|