Nikulski Financial’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 | $1.34M | Sell |
31,452
-972
| -3% | -$41.4K | 0.37% | 66 |
|
|
2025
Q1 | $1.32M | Sell |
32,424
-399
| -1% | -$16.3K | 0.4% | 64 |
|
|
2024
Q4 | $1.47M | Sell |
32,823
-336
| -1% | -$15.1K | 0.43% | 64 |
|
|
2024
Q3 | $1.51M | Sell |
33,159
-694
| -2% | -$31.6K | 0.45% | 55 |
|
|
2024
Q2 | $1.41M | Sell |
33,853
-633
| -2% | -$26.3K | 0.45% | 60 |
|
|
2024
Q1 | $1.48M | Buy |
34,486
+2,145
| +7% | +$92.3K | 0.49% | 55 |
|
|
2023
Q4 | $1.36M | Buy |
32,341
+2,305
| +8% | +$97.2K | 0.5% | 47 |
|
|
2023
Q3 | $1.11M | Buy |
30,036
+2,470
| +9% | +$91.1K | 0.46% | 54 |
|
|
2023
Q2 | $1.07M | Buy |
27,566
+2,960
| +12% | +$115K | 0.44% | 57 |
|
|
2023
Q1 | $929K | Buy |
24,606
+648
| +3% | +$24.5K | 0.41% | 60 |
|
|
2022
Q4 | $886K | Buy |
23,958
+1,126
| +5% | +$41.6K | 0.42% | 56 |
|
|
2022
Q3 | $778K | Buy |
22,832
+1,061
| +5% | +$36.2K | 0.4% | 57 |
|
|
2022
Q2 | $783K | Sell |
21,771
-89
| -0.4% | -$3.2K | 0.39% | 59 |
|
|
2022
Q1 | $920K | Buy |
21,860
+2,815
| +15% | +$118K | 0.39% | 70 |
|
|
2021
Q4 | $851K | Buy |
19,045
+1,225
| +7% | +$54.7K | 0.36% | 70 |
|
|
2021
Q3 | $759K | Sell |
17,820
-64
| -0.4% | -$2.73K | 0.35% | 71 |
|
|
2021
Q2 | $763K | Buy |
17,884
+6,677
| +60% | +$285K | 0.36% | 69 |
|
|
2021
Q1 | $474K | Buy |
11,207
+1,385
| +14% | +$58.6K | 0.24% | 79 |
|
|
2020
Q4 | $352K | Buy |
+9,822
| New | +$352K | 0.19% | 88 |
|
|
2020
Q3 | – | Sell |
-7,918
| Closed | -$210K | – | 108 |
|
|
2020
Q2 | $210K | Buy |
+7,918
| New | +$210K | 0.15% | 102 |
|
|
2020
Q1 | – | Sell |
-6,594
| Closed | -$212K | – | 107 |
|
|
2019
Q4 | $212K | Buy |
+6,594
| New | +$212K | 0.15% | 90 |
|