MFA
McClarren Financial 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 | $561K | Buy |
13,179
+4,132
| +46% | +$176K | 0.37% | 45 |
|
|
2025
Q1 | $534K | Sell |
9,047
-3,946
| -30% | -$233K | 0.35% | 45 |
|
|
2024
Q4 | $583K | Buy |
12,993
+3,175
| +32% | +$142K | 1.64% | 11 |
|
|
2024
Q3 | $23.6K | Buy |
9,818
+8,739
| +810% | +$21K | 2.97% | 8 |
|
|
2024
Q2 | $648K | Sell |
1,079
-17,986
| -94% | -$10.8M | 0.45% | 41 |
|
|
2024
Q1 | $821K | Buy |
19,065
+74
| +0.4% | +$3.19K | 0.59% | 29 |
|
|
2023
Q4 | $801K | Buy |
18,991
+39
| +0.2% | +$1.65K | 0.61% | 29 |
|
|
2023
Q3 | $697K | Buy |
18,952
+18
| +0.1% | +$662 | 0.61% | 25 |
|
|
2023
Q2 | $735K | Buy |
18,934
+264
| +1% | +$10.2K | 0.61% | 25 |
|
|
2023
Q1 | $689K | Sell |
18,670
-369
| -2% | -$13.6K | 0.63% | 26 |
|
|
2022
Q4 | $703K | Sell |
19,039
-59
| -0.3% | -$2.18K | 0.67% | 24 |
|
|
2022
Q3 | $650K | Buy |
+19,098
| New | +$650K | 0.65% | 24 |
|
|
2022
Q2 | – | Sell |
-23,029
| Closed | -$966K | – | 234 |
|
|
2022
Q1 | $966K | Sell |
23,029
-305
| -1% | -$12.8K | 0.7% | 24 |
|
|
2021
Q4 | $1.04M | Sell |
23,334
-896
| -4% | -$40K | 0.71% | 24 |
|
|
2021
Q3 | $1.03M | Buy |
24,230
+433
| +2% | +$18.4K | 0.8% | 21 |
|
|
2021
Q2 | $1.04M | Buy |
23,797
+2,144
| +10% | +$94K | 0.85% | 20 |
|
|
2021
Q1 | $915K | Sell |
21,653
-458
| -2% | -$19.4K | 0.82% | 21 |
|
|
2020
Q4 | $790K | Buy |
+22,111
| New | +$790K | 0.76% | 23 |
|