Plante Moran Financial Advisors’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 | $21.9K | Buy |
513
+20
| +4% | +$852 | ﹤0.01% | 463 |
|
|
2025
Q1 | $20.1K | Hold |
493
| – | – | ﹤0.01% | 484 |
|
|
2024
Q4 | $22.1K | Hold |
493
| – | – | ﹤0.01% | 478 |
|
|
2024
Q3 | $22.4K | Hold |
493
| – | – | ﹤0.01% | 508 |
|
|
2024
Q2 | $20.5K | Sell |
493
-745
| -60% | -$30.9K | ﹤0.01% | 473 |
|
|
2024
Q1 | $53.3K | Sell |
1,238
-342
| -22% | -$14.7K | 0.01% | 324 |
|
|
2023
Q4 | $66.6K | Buy |
1,580
+342
| +28% | +$14.4K | 0.01% | 294 |
|
|
2023
Q3 | $45.7K | Sell |
1,238
-88
| -7% | -$3.25K | 0.01% | 302 |
|
|
2023
Q2 | $51.5K | Buy |
+1,326
| New | +$51.5K | 0.01% | 296 |
|