Roman Butler Fullerton & Co’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 | $234K | Sell |
5,307
-439
| -8% | -$19.3K | 0.07% | 226 |
|
|
2025
Q1 | $216K | Sell |
5,746
-5,258
| -48% | -$197K | 0.08% | 206 |
|
|
2024
Q4 | $510K | Buy |
11,004
+999
| +10% | +$46.3K | 0.16% | 134 |
|
|
2024
Q3 | $456K | Buy |
10,005
+4,610
| +85% | +$210K | 0.14% | 155 |
|
|
2024
Q2 | $223K | Buy |
5,395
+23
| +0.4% | +$953 | 0.07% | 214 |
|
|
2024
Q1 | $218K | Buy |
+5,372
| New | +$218K | 0.08% | 200 |
|