Mount Yale Investment 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 | $335K | Sell |
7,863
-1,305
| -14% | -$55.6K | 0.03% | 428 |
|
|
2025
Q1 | $374K | Buy |
9,168
+30
| +0.3% | +$1.22K | 0.03% | 384 |
|
|
2024
Q4 | $410K | Buy |
+9,138
| New | +$410K | 0.03% | 374 |
|
|
2024
Q3 | – | Sell |
-6,276
| Closed | -$261K | – | 584 |
|
|
2024
Q2 | $261K | Buy |
6,276
+30
| +0.5% | +$1.25K | 0.02% | 469 |
|
|
2024
Q1 | $269K | Buy |
+6,246
| New | +$269K | 0.02% | 479 |
|