MFT
Moisand Fitzgerald Tamayo’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 | $199K | Sell |
4,668
-144
| -3% | -$6.13K | 0.03% | 116 |
|
|
2025
Q1 | $196K | Sell |
4,812
-263
| -5% | -$10.7K | 0.03% | 115 |
|
|
2024
Q4 | $228K | Sell |
5,075
-394
| -7% | -$17.7K | 0.03% | 105 |
|
|
2024
Q3 | $249K | Sell |
5,469
-440
| -7% | -$20K | 0.03% | 100 |
|
|
2024
Q2 | $245K | Sell |
5,909
-557
| -9% | -$23.1K | 0.04% | 97 |
|
|
2024
Q1 | $278K | Sell |
6,466
-257
| -4% | -$11.1K | 0.04% | 92 |
|
|
2023
Q4 | $284K | Sell |
6,723
-1,472
| -18% | -$62.1K | 0.05% | 88 |
|
|
2023
Q3 | $302K | Sell |
8,195
-233
| -3% | -$8.6K | 0.06% | 83 |
|
|
2023
Q2 | $327K | Sell |
8,428
-1,786
| -17% | -$69.4K | 0.07% | 80 |
|
|
2023
Q1 | $386K | Sell |
10,214
-2,680
| -21% | -$101K | 0.08% | 77 |
|
|
2022
Q4 | $477K | Sell |
12,894
-6,494
| -33% | -$240K | 0.11% | 68 |
|
|
2022
Q3 | $660K | Sell |
19,388
-4,309
| -18% | -$147K | 0.18% | 56 |
|
|
2022
Q2 | $853K | Buy |
23,697
+6,698
| +39% | +$241K | 0.23% | 51 |
|
|
2022
Q1 | $715K | Sell |
16,999
-9,361
| -36% | -$394K | 0.33% | 44 |
|
|
2021
Q4 | $1.18M | Sell |
26,360
-5,300
| -17% | -$237K | 0.33% | 44 |
|
|
2021
Q3 | $1.35M | Sell |
31,660
-799
| -2% | -$34K | 0.45% | 39 |
|
|
2021
Q2 | $1.43M | Sell |
32,459
-100
| -0.3% | -$4.39K | 0.52% | 33 |
|
|
2021
Q1 | $1.38M | Sell |
32,559
-11,692
| -26% | -$494K | 0.59% | 31 |
|
|
2020
Q4 | $1.58M | Sell |
44,251
-5,065
| -10% | -$181K | 0.71% | 28 |
|
|
2020
Q3 | $1.35M | Sell |
49,316
-3,677
| -7% | -$101K | 0.7% | 27 |
|
|
2020
Q2 | $1.41M | Sell |
52,993
-1,782
| -3% | -$47.3K | 0.78% | 25 |
|
|
2020
Q1 | $1.2M | Buy |
54,775
+15,316
| +39% | +$334K | 0.78% | 26 |
|
|
2019
Q4 | $1.29M | Buy |
39,459
+778
| +2% | +$25.4K | 0.66% | 28 |
|
|
2019
Q3 | $1.16M | Buy |
38,681
+1,330
| +4% | +$39.9K | 0.63% | 28 |
|
|
2019
Q2 | $1.14M | Sell |
37,351
-1,153
| -3% | -$35.3K | 0.62% | 28 |
|
|
2019
Q1 | $1.16M | Buy |
38,504
+1,344
| +4% | +$40.6K | 0.65% | 28 |
|
|
2018
Q4 | $980K | Buy |
37,160
+14,613
| +65% | +$385K | 0.61% | 28 |
|
|
2018
Q3 | $749K | Sell |
22,547
-3,479
| -13% | -$116K | 0.42% | 37 |
|
|
2018
Q2 | $840K | Buy |
26,026
+655
| +3% | +$21.1K | 0.49% | 34 |
|
|
2018
Q1 | $759K | Buy |
+25,371
| New | +$759K | 0.45% | 37 |
|