Safeguard Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-18,794
| Closed | -$781K | – | 128 |
|
|
2024
Q2 | $781K | Hold |
18,794
| – | – | 0.22% | 44 |
|
|
2024
Q1 | $809K | Hold |
18,794
| – | – | 0.26% | 36 |
|
|
2023
Q4 | $793K | Hold |
18,794
| – | – | 0.3% | 35 |
|
|
2023
Q3 | $693K | Hold |
18,794
| – | – | 0.33% | 38 |
|
|
2023
Q2 | $729K | Hold |
18,794
| – | – | 0.35% | 35 |
|
|
2023
Q1 | $710K | Buy |
+18,794
| New | +$710K | 0.43% | 38 |
|