Sequoia Financial Advisors’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 | $3.16M | Sell |
74,290
-579
| -0.8% | -$24.7K | 0.02% | 369 |
|
|
2025
Q1 | $3.05M | Buy |
74,869
+2,853
| +4% | +$116K | 0.02% | 354 |
|
|
2024
Q4 | $3.23M | Sell |
72,016
-1,481
| -2% | -$66.5K | 0.03% | 316 |
|
|
2024
Q3 | $3.34M | Sell |
73,497
-461
| -0.6% | -$21K | 0.04% | 274 |
|
|
2024
Q2 | $3.07M | Buy |
73,958
+1,596
| +2% | +$66.3K | 0.04% | 253 |
|
|
2024
Q1 | $3.11M | Sell |
72,362
-2,205
| -3% | -$94.9K | 0.04% | 260 |
|
|
2023
Q4 | $3.15M | Buy |
74,567
+51,670
| +226% | +$2.18M | 0.04% | 271 |
|
|
2023
Q3 | $845K | Buy |
+22,897
| New | +$845K | 0.01% | 376 |
|