OneDigital Investment Advisors’s State Street 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
Q3 | $15.2M | Sell |
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|
2025
Q2 | $14.8M | Sell |
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|
2025
Q1 | $14.5M | Buy |
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|
2024
Q4 | $16M | Sell |
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|
2024
Q3 | $21.7M | Sell |
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|
2024
Q2 | $20.3M | Sell |
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|
2024
Q1 | $21.3M | Sell |
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|
2023
Q4 | $22.5M | Sell |
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|
2023
Q3 | $25.9M | Sell |
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|
2023
Q2 | $28.8M | Buy |
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|
2023
Q1 | $3.25M | Buy |
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|
2022
Q4 | $2.58M | Buy |
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|
2022
Q3 | $897K | Buy |
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|
2022
Q2 | $520K | Buy |
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|
2022
Q1 | $562K | Buy |
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|
2021
Q4 | $536K | Sell |
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|
2021
Q3 | $519K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $6K | Sell |
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|
2019
Q1 | $7K | Sell |
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|
2018
Q4 | $7K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $37K | Buy |
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|
2018
Q1 | $9K | Buy |
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