Sovereign Financial Group’s State Street 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
Q3 | $518K | Sell |
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|
2025
Q2 | $477K | Hold |
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|
2025
Q1 | $456K | Sell |
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|
2024
Q4 | $513K | Sell |
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|
2024
Q3 | $530K | Sell |
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|
2024
Q2 | $487K | Buy |
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|
2024
Q1 | $504K | Hold |
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|
2023
Q4 | $494K | Sell |
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|
2023
Q3 | $486K | Sell |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $935K | Sell |
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|
2022
Q2 | $1.02M | Hold |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $634K | Sell |
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|
2021
Q3 | $606K | Sell |
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|
2021
Q2 | $642K | Hold |
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|
2021
Q1 | $642K | Buy |
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|
2020
Q4 | $457K | Buy |
|