SFMG
Sage Financial Management Group’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 | $2.94M | Sell |
69,010
-9,045
| -12% | -$385K | 1.02% | 18 |
|
|
2025
Q1 | $3.18M | Sell |
78,055
-1,194
| -2% | -$48.7K | 1.16% | 18 |
|
|
2024
Q4 | $3.56M | Buy |
79,249
+3,378
| +4% | +$152K | 1.32% | 18 |
|
|
2024
Q3 | $3.45M | Buy |
75,871
+2,856
| +4% | +$130K | 1.34% | 18 |
|
|
2024
Q2 | $3.03M | Buy |
73,015
+6,743
| +10% | +$280K | 9.21% | 3 |
|
|
2024
Q1 | $2.85M | Buy |
66,272
+6,207
| +10% | +$267K | 1.35% | 18 |
|
|
2023
Q4 | $2.53M | Buy |
60,065
+4,699
| +8% | +$198K | 1.36% | 18 |
|
|
2023
Q3 | $2.04M | Buy |
55,366
+3,585
| +7% | +$132K | 1.23% | 19 |
|
|
2023
Q2 | $2.01M | Buy |
+51,781
| New | +$2.01M | 12.07% | 4 |
|