McClarren Financial Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $584K | Sell |
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|
2025
Q2 | $561K | Buy |
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|
2025
Q1 | $534K | Sell |
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|
2024
Q4 | $583K | Buy |
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|
2024
Q3 | $23.6K | Buy |
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|
2024
Q2 | $648K | Sell |
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|
2024
Q1 | $821K | Buy |
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|
2023
Q4 | $801K | Buy |
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|
2023
Q3 | $697K | Buy |
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|
2023
Q2 | $735K | Buy |
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|
2023
Q1 | $689K | Sell |
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|
2022
Q4 | $703K | Sell |
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|
2022
Q3 | $650K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $966K | Sell |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $915K | Sell |
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|
2020
Q4 | $790K | Buy |
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