SHJ
Sharkey, Howes & Javer’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 | $2.61M | Sell |
61,270
-67,605
| -52% | -$2.88M | 0.35% | 54 |
|
|
2025
Q1 | $5.25M | Buy |
128,875
+19,730
| +18% | +$804K | 0.75% | 28 |
|
|
2024
Q4 | $4.9M | Buy |
109,145
+9,402
| +9% | +$422K | 0.69% | 29 |
|
|
2024
Q3 | $4.54M | Buy |
+99,743
| New | +$4.54M | 0.65% | 27 |
|
|
2024
Q1 | – | Sell |
-5,515
| Closed | -$233K | – | 125 |
|
|
2023
Q4 | $233K | Sell |
5,515
-173
| -3% | -$7.3K | 0.04% | 103 |
|
|
2023
Q3 | $210K | Sell |
5,688
-533
| -9% | -$19.7K | 0.04% | 108 |
|
|
2023
Q2 | $242K | Buy |
+6,221
| New | +$242K | 0.05% | 89 |
|