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MONECO 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 | $2.74M | Buy |
64,297
+10,744
| +20% | +$458K | 0.25% | 94 |
|
|
2025
Q1 | $2.18M | Buy |
53,553
+3,515
| +7% | +$143K | 0.23% | 98 |
|
|
2024
Q4 | $2.25M | Buy |
50,038
+23,769
| +90% | +$1.07M | 0.24% | 99 |
|
|
2024
Q3 | $1.2M | Buy |
26,269
+5,821
| +28% | +$265K | 0.15% | 141 |
|
|
2024
Q2 | $849K | Buy |
20,448
+1,812
| +10% | +$75.3K | 0.12% | 164 |
|
|
2024
Q1 | $802K | Sell |
18,636
-1
| -0% | -$43 | 0.13% | 176 |
|
|
2023
Q4 | $786K | Buy |
18,637
+762
| +4% | +$32.1K | 0.15% | 162 |
|
|
2023
Q3 | $660K | Buy |
17,875
+2,403
| +16% | +$88.7K | 0.18% | 140 |
|
|
2023
Q2 | $601K | Buy |
+15,472
| New | +$601K | 0.16% | 147 |
|
|
2021
Q4 | – | Sell |
-10,672
| Closed | -$455K | – | 269 |
|
|
2021
Q3 | $455K | Buy |
+10,672
| New | +$455K | 0.18% | 125 |
|