Montag & Associates’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 | $32.2K | Hold |
755
| – | – | ﹤0.01% | 633 |
|
|
2025
Q1 | $30.8K | Hold |
755
| – | – | ﹤0.01% | 672 |
|
|
2024
Q4 | $33.9K | Hold |
755
| – | – | ﹤0.01% | 659 |
|
|
2024
Q3 | $34.4K | Hold |
755
| – | – | ﹤0.01% | 662 |
|
|
2024
Q2 | $31.4K | Hold |
755
| – | – | ﹤0.01% | 658 |
|
|
2024
Q1 | $32.5K | Hold |
755
| – | – | ﹤0.01% | 641 |
|
|
2023
Q4 | $31.8K | Hold |
755
| – | – | ﹤0.01% | 638 |
|
|
2023
Q3 | $27.9K | Hold |
755
| – | – | ﹤0.01% | 630 |
|
|
2023
Q2 | $29.3K | Buy |
+755
| New | +$29.3K | ﹤0.01% | 627 |
|