Phillips Financial Management’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 | $106K | Hold |
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|
2025
Q1 | $101K | Sell |
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|
2024
Q4 | $121K | Hold |
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|
2024
Q3 | $123K | Buy |
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|
2024
Q2 | $107K | Sell |
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|
2024
Q1 | $111K | Hold |
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|
2023
Q4 | $109K | Buy |
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|
2023
Q3 | $3.59K | Hold |
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|
2023
Q2 | $3.77K | Hold |
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|
2023
Q1 | $3.65K | Buy |
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|
2022
Q4 | $3.56K | Hold |
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|
2022
Q3 | $3K | Buy |
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