Phillips Financial Management’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 | $106K | Hold |
2,480
| – | – | 0.01% | 206 |
|
|
2025
Q1 | $101K | Sell |
2,480
-221
| -8% | -$9.01K | 0.01% | 198 |
|
|
2024
Q4 | $121K | Hold |
2,701
| – | – | 0.01% | 186 |
|
|
2024
Q3 | $123K | Buy |
2,701
+133
| +5% | +$6.05K | 0.01% | 196 |
|
|
2024
Q2 | $107K | Sell |
2,568
-10
| -0.4% | -$415 | 0.01% | 201 |
|
|
2024
Q1 | $111K | Hold |
2,578
| – | – | 0.01% | 197 |
|
|
2023
Q4 | $109K | Buy |
2,578
+2,481
| +2,558% | +$105K | 0.01% | 179 |
|
|
2023
Q3 | $3.59K | Hold |
97
| – | – | ﹤0.01% | 234 |
|
|
2023
Q2 | $3.77K | Hold |
97
| – | – | ﹤0.01% | 229 |
|
|
2023
Q1 | $3.65K | Buy |
97
+1
| +1% | +$38 | ﹤0.01% | 233 |
|
|
2022
Q4 | $3.56K | Hold |
96
| – | – | ﹤0.01% | 221 |
|
|
2022
Q3 | $3K | Buy |
+96
| New | +$3K | ﹤0.01% | 220 |
|