Narus Financial Partners’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Sell |
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|
2025
Q1 | $416K | Sell |
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|
2024
Q4 | $466K | Buy |
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|
2024
Q3 | $467K | Buy |
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|
2024
Q2 | $416K | Sell |
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|
2024
Q1 | $464K | Sell |
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|
2023
Q4 | $484K | Sell |
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|
2023
Q3 | $494K | Sell |
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|
2023
Q2 | $576K | Buy |
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|
2023
Q1 | $534K | Sell |
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|
2022
Q4 | $532K | Sell |
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|
2022
Q3 | $506K | Sell |
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|
2022
Q2 | $640K | Sell |
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|
2022
Q1 | $1.12M | Buy |
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|
2021
Q1 | $912K | Buy |
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|
2019
Q4 | $369K | Buy |
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|
2019
Q3 | $287K | Buy |
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|
2019
Q2 | $264K | Buy |
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