Millington Financial 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 | $6.5M | Buy |
146,151
+22,557
| +18% | +$1M | 3.28% | 7 |
|
|
2025
Q1 | $4.6M | Sell |
123,594
-3,894
| -3% | -$145K | 2.82% | 9 |
|
|
2024
Q4 | $5.81M | Buy |
127,488
+12,005
| +10% | +$547K | 3.37% | 8 |
|
|
2024
Q3 | $5.26M | Buy |
115,483
+12,901
| +13% | +$587K | 3.28% | 7 |
|
|
2024
Q2 | $4.26M | Sell |
102,582
-1,052
| -1% | -$43.7K | 2.96% | 10 |
|
|
2024
Q1 | $4.46M | Buy |
103,634
+4,724
| +5% | +$203K | 3.18% | 10 |
|
|
2023
Q4 | $4.17M | Buy |
98,910
+5,398
| +6% | +$228K | 3.34% | 8 |
|
|
2023
Q3 | $3.45M | Buy |
93,512
+2,228
| +2% | +$82.2K | 3.09% | 9 |
|
|
2023
Q2 | $3.55M | Sell |
91,284
-3,185
| -3% | -$124K | 3.15% | 8 |
|
|
2023
Q1 | $3.57M | Buy |
94,469
+32
| +0% | +$1.21K | 3.3% | 8 |
|
|
2022
Q4 | $3.49M | Buy |
+94,437
| New | +$3.49M | 3.41% | 7 |
|