Meridian Financial’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 | $2.77M | Buy |
65,070
+862
| +1% | +$36.7K | 1.79% | 15 |
|
|
2025
Q1 | $2.62M | Buy |
64,208
+2,298
| +4% | +$93.7K | 1.84% | 14 |
|
|
2024
Q4 | $2.78M | Buy |
61,910
+566
| +0.9% | +$25.4K | 1.92% | 14 |
|
|
2024
Q3 | $2.79M | Buy |
61,344
+1,628
| +3% | +$74.1K | 1.86% | 14 |
|
|
2024
Q2 | $2.48M | Buy |
59,716
+2,451
| +4% | +$102K | 1.8% | 15 |
|
|
2024
Q1 | $2.46M | Buy |
57,265
+5,213
| +10% | +$224K | 1.84% | 14 |
|
|
2023
Q4 | $2.2M | Buy |
52,052
+5,269
| +11% | +$222K | 1.73% | 15 |
|
|
2023
Q3 | $1.73M | Buy |
46,783
+2,374
| +5% | +$87.6K | 1.61% | 16 |
|
|
2023
Q2 | $1.72M | Buy |
44,409
+15,377
| +53% | +$597K | 1.56% | 18 |
|
|
2023
Q1 | $1.1M | Buy |
29,032
+8,338
| +40% | +$315K | 1.07% | 25 |
|
|
2022
Q4 | $765K | Buy |
20,694
+469
| +2% | +$17.3K | 0.81% | 29 |
|
|
2022
Q3 | $689K | Buy |
20,225
+7,309
| +57% | +$249K | 0.8% | 28 |
|
|
2022
Q2 | $465K | Buy |
+12,916
| New | +$465K | 0.52% | 44 |
|