SkyOak Wealth’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 | $2.58M | Buy |
60,639
+2,366
| +4% | +$101K | 0.52% | 54 |
|
|
2025
Q1 | $2.38M | Sell |
58,273
-1,627
| -3% | -$66.3K | 0.52% | 51 |
|
|
2024
Q4 | $2.69M | Sell |
59,900
-1,180
| -2% | -$53K | 0.58% | 49 |
|
|
2024
Q3 | $2.78M | Buy |
61,080
+2,526
| +4% | +$115K | 0.62% | 45 |
|
|
2024
Q2 | $2.43M | Sell |
58,554
-495
| -0.8% | -$20.6K | 0.57% | 46 |
|
|
2024
Q1 | $2.54M | Buy |
59,049
+1,241
| +2% | +$53.4K | 0.61% | 45 |
|
|
2023
Q4 | $2.44M | Buy |
57,808
+3,105
| +6% | +$131K | 0.63% | 40 |
|
|
2023
Q3 | $2.02M | Buy |
54,703
+1,290
| +2% | +$47.6K | 0.59% | 45 |
|
|
2023
Q2 | $2.07M | Buy |
53,413
+1,582
| +3% | +$61.4K | 0.59% | 44 |
|
|
2023
Q1 | $1.96M | Buy |
51,831
+1,274
| +3% | +$48.1K | 0.6% | 44 |
|
|
2022
Q4 | $1.87M | Buy |
50,557
+1,670
| +3% | +$61.7K | 0.63% | 43 |
|
|
2022
Q3 | $1.67M | Buy |
48,887
+1,482
| +3% | +$50.5K | 0.6% | 47 |
|
|
2022
Q2 | $1.71M | Buy |
47,405
+16,667
| +54% | +$600K | 0.58% | 48 |
|
|
2022
Q1 | $1.29M | Buy |
30,738
+1,086
| +4% | +$45.7K | 0.36% | 74 |
|
|
2021
Q4 | $1.33M | Buy |
29,652
+1,819
| +7% | +$81.3K | 0.34% | 76 |
|
|
2021
Q3 | $1.19M | Buy |
27,833
+385
| +1% | +$16.4K | 0.32% | 75 |
|
|
2021
Q2 | $1.21M | Sell |
27,448
-294
| -1% | -$12.9K | 0.32% | 74 |
|
|
2021
Q1 | $1.21M | Sell |
27,742
-7,484
| -21% | -$326K | 0.34% | 75 |
|
|
2020
Q4 | $1.26M | Sell |
35,226
-2
| -0% | -$72 | 0.39% | 69 |
|
|
2020
Q3 | $965K | Sell |
35,228
-1,165
| -3% | -$31.9K | 0.35% | 75 |
|
|
2020
Q2 | $967K | Buy |
36,393
+8,537
| +31% | +$227K | 0.36% | 71 |
|
|
2020
Q1 | $608K | Buy |
27,856
+256
| +0.9% | +$5.59K | 0.31% | 77 |
|
|
2019
Q4 | $901K | Buy |
+27,600
| New | +$901K | 0.28% | 77 |
|