SHGA
Sand Hill Global Advisors’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 | $465K | Hold |
10,925
| – | – | 0.02% | 150 |
|
|
2025
Q1 | $445K | Hold |
10,925
| – | – | 0.02% | 150 |
|
|
2024
Q4 | $491K | Sell |
10,925
-1,105
| -9% | -$49.6K | 0.02% | 142 |
|
|
2024
Q3 | $547K | Hold |
12,030
| – | – | 0.02% | 135 |
|
|
2024
Q2 | $500K | Sell |
12,030
-363
| -3% | -$15.1K | 0.02% | 137 |
|
|
2024
Q1 | $533K | Sell |
12,393
-1,013
| -8% | -$43.6K | 0.03% | 117 |
|
|
2023
Q4 | $565K | Hold |
13,406
| – | – | 0.03% | 120 |
|
|
2023
Q3 | $495K | Hold |
13,406
| – | – | 0.03% | 115 |
|
|
2023
Q2 | $521K | Buy |
+13,406
| New | +$521K | 0.03% | 112 |
|