SAI
Savvy Advisors Inc’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 | $364K | Sell |
8,549
-2,406
| -22% | -$102K | 0.02% | 442 |
|
|
2025
Q1 | $447K | Buy |
10,955
+568
| +5% | +$23.2K | 0.04% | 308 |
|
|
2024
Q4 | $467K | Buy |
10,387
+319
| +3% | +$14.3K | 0.06% | 254 |
|
|
2024
Q3 | $458K | Sell |
10,068
-3,791
| -27% | -$173K | 0.09% | 190 |
|
|
2024
Q2 | $576K | Sell |
13,859
-1,505
| -10% | -$62.5K | 0.19% | 125 |
|
|
2024
Q1 | $661K | Buy |
15,364
+6,749
| +78% | +$290K | 0.38% | 70 |
|
|
2023
Q4 | $363K | Buy |
+8,615
| New | +$363K | 0.35% | 84 |
|