Oxford Financial Group’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 | $400K | Hold |
9,379
| – | – | 0.02% | 150 |
|
|
2025
Q1 | $382K | Sell |
9,379
-16
| -0.2% | -$652 | 0.03% | 151 |
|
|
2024
Q4 | $422K | Hold |
9,395
| – | – | 0.03% | 166 |
|
|
2024
Q3 | $428K | Sell |
9,395
-147
| -2% | -$6.69K | 0.03% | 162 |
|
|
2024
Q2 | $396K | Buy |
9,542
+154
| +2% | +$6.4K | 0.03% | 179 |
|
|
2024
Q1 | $404K | Buy |
9,388
+9
| +0.1% | +$387 | 0.03% | 151 |
|
|
2023
Q4 | $396K | Hold |
9,379
| – | – | 0.03% | 156 |
|
|
2023
Q3 | $346K | Buy |
+9,379
| New | +$346K | 0.03% | 159 |
|