RFS
Richardson Financial Services’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
27,116
+7,644
| +39% | +$331K | 0.79% | 27 |
|
|
2025
Q1 | $794K | Sell |
19,472
-9,177
| -32% | -$374K | 0.6% | 37 |
|
|
2024
Q4 | $1.29M | Sell |
28,649
-4,504
| -14% | -$202K | 0.9% | 23 |
|
|
2024
Q3 | $1.38M | Buy |
33,153
+944
| +3% | +$39.3K | 0.88% | 22 |
|
|
2024
Q2 | $1.34M | Sell |
32,209
-4,610
| -13% | -$191K | 0.96% | 20 |
|
|
2024
Q1 | $1.58M | Sell |
36,819
-216
| -0.6% | -$9.3K | 1.12% | 18 |
|
|
2023
Q4 | $1.56M | Buy |
+37,035
| New | +$1.56M | 1.37% | 11 |
|