Perennial Investment Advisors’s 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
Q2 | $5.09M | Buy |
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|
2025
Q1 | $4.63M | Sell |
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|
2024
Q4 | $6.9M | Sell |
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|
2024
Q3 | $7.14M | Buy |
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|
2024
Q2 | $5.81M | Buy |
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|
2024
Q1 | $5.98M | Buy |
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|
2023
Q4 | $2.61M | Sell |
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|
2023
Q3 | $2.46M | Buy |
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|
2023
Q2 | $2.58M | Sell |
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|
2023
Q1 | $2.92M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $268K | Buy |
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