Shepherd Financial Partners’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9M | Buy |
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|
2025
Q1 | $15.2M | Buy |
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|
2024
Q4 | $2M | Buy |
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|
2024
Q3 | $1.9M | Sell |
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|
2024
Q2 | $1.86M | Buy |
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|
2024
Q1 | $1.75M | Buy |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $1M | Sell |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $850K | Buy |
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|
2022
Q4 | $681K | Buy |
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|
2022
Q3 | $556K | Sell |
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|
2022
Q2 | $680K | Sell |
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|
2022
Q1 | $1.02M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.47M | Sell |
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|
2019
Q1 | $2.97M | Sell |
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|
2018
Q4 | $2.73M | Buy |
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|
2018
Q3 | $3.25M | Hold |
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|
2018
Q2 | $3.27M | Buy |
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|
2018
Q1 | $2.93M | Sell |
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|
2017
Q4 | $3.03M | Buy |
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|
2017
Q3 | $2.95M | Sell |
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|
2017
Q2 | $2.8M | Sell |
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|
2017
Q1 | $2.83M | Sell |
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|
2016
Q4 | $2.91M | Buy |
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