OGF
Orin Green Financial’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 | $1.15M | Sell |
26,905
-421
| -2% | -$17.9K | 0.49% | 34 |
|
|
2025
Q1 | $1.01M | Buy |
+27,326
| New | +$1.01M | 0.47% | 32 |
|
|
2024
Q4 | – | Sell |
-28,934
| Closed | -$1.32M | – | 31 |
|
|
2024
Q3 | $1.32M | Sell |
28,934
-2,047
| -7% | -$93.2K | 0.57% | 30 |
|
|
2024
Q2 | $1.29M | Buy |
+30,981
| New | +$1.29M | 0.59% | 28 |
|
|
2024
Q1 | – | Sell |
-32,449
| Closed | -$1.37M | – | 28 |
|
|
2023
Q4 | $1.37M | Sell |
32,449
-478
| -1% | -$20.2K | 0.68% | 28 |
|
|
2023
Q3 | $1.22M | Sell |
32,927
-3,161
| -9% | -$117K | 0.67% | 29 |
|
|
2023
Q2 | $1.4M | Buy |
36,088
+14,695
| +69% | +$571K | 0.73% | 26 |
|
|
2023
Q1 | $808K | Sell |
21,393
-579
| -3% | -$21.9K | 0.44% | 36 |
|
|
2022
Q4 | $812K | Buy |
21,972
+701
| +3% | +$25.9K | 0.48% | 34 |
|
|
2022
Q3 | $721K | Buy |
21,271
+185
| +0.9% | +$6.27K | 0.47% | 35 |
|
|
2022
Q2 | $761K | Buy |
21,086
+342
| +2% | +$12.3K | 0.48% | 36 |
|
|
2022
Q1 | $873K | Buy |
20,744
+262
| +1% | +$11K | 0.57% | 32 |
|
|
2021
Q4 | $853K | Sell |
20,482
-1,327
| -6% | -$55.3K | 0.62% | 31 |
|
|
2021
Q3 | $929K | Sell |
21,809
-591
| -3% | -$25.2K | 0.65% | 30 |
|
|
2021
Q2 | $984K | Sell |
22,400
-879
| -4% | -$38.6K | 0.7% | 28 |
|
|
2021
Q1 | $984K | Sell |
23,279
-10,101
| -30% | -$427K | 0.8% | 25 |
|
|
2020
Q4 | $1.2M | Buy |
+33,380
| New | +$1.2M | 0.95% | 25 |
|