NFP
Narus Financial Partners’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 | $399K | Sell |
9,370
-830
| -8% | -$35.4K | 0.12% | 97 |
|
|
2025
Q1 | $416K | Sell |
10,200
-172
| -2% | -$7.01K | 0.14% | 88 |
|
|
2024
Q4 | $466K | Buy |
10,372
+104
| +1% | +$4.67K | 0.16% | 84 |
|
|
2024
Q3 | $467K | Buy |
10,268
+253
| +3% | +$11.5K | 0.17% | 83 |
|
|
2024
Q2 | $416K | Sell |
10,015
-768
| -7% | -$31.9K | 0.17% | 86 |
|
|
2024
Q1 | $464K | Sell |
10,783
-696
| -6% | -$30K | 0.2% | 81 |
|
|
2023
Q4 | $484K | Sell |
11,479
-1,910
| -14% | -$80.6K | 0.23% | 70 |
|
|
2023
Q3 | $494K | Sell |
13,389
-1,448
| -10% | -$53.4K | 0.25% | 64 |
|
|
2023
Q2 | $576K | Buy |
14,837
+692
| +5% | +$26.9K | 0.3% | 57 |
|
|
2023
Q1 | $534K | Sell |
14,145
-253
| -2% | -$9.56K | 0.29% | 66 |
|
|
2022
Q4 | $532K | Sell |
14,398
-448
| -3% | -$16.6K | 0.31% | 56 |
|
|
2022
Q3 | $506K | Sell |
14,846
-2,953
| -17% | -$101K | 0.32% | 54 |
|
|
2022
Q2 | $640K | Sell |
17,799
-8,771
| -33% | -$316K | 0.41% | 46 |
|
|
2022
Q1 | $1.12M | Buy |
+26,570
| New | +$1.12M | 0.63% | 26 |
|
|
2021
Q1 | $912K | Buy |
+21,577
| New | +$912K | 0.54% | 22 |
|
|
2019
Q4 | $369K | Buy |
11,313
+1,747
| +18% | +$57K | 0.26% | 46 |
|
|
2019
Q3 | $287K | Buy |
9,566
+958
| +11% | +$28.7K | 0.21% | 55 |
|
|
2019
Q2 | $264K | Buy |
+8,608
| New | +$264K | 0.2% | 59 |
|