Oliver Luxxe Assets’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
Q1 | – | Sell |
-9,188
| Closed | -$415K | – | 217 |
|
|
2024
Q4 | $415K | Buy |
9,188
+4,570
| +99% | +$207K | 0.04% | 195 |
|
|
2024
Q3 | $210K | Buy |
+4,618
| New | +$210K | 0.04% | 179 |
|
|
2024
Q2 | – | Sell |
-5,306
| Closed | -$228K | – | 195 |
|
|
2024
Q1 | $228K | Buy |
5,306
+41
| +0.8% | +$1.77K | 0.05% | 170 |
|
|
2023
Q4 | $222K | Buy |
+5,265
| New | +$222K | 0.05% | 162 |
|