SIAP
Sterling Investment Advisors (Pennsylvania)’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 | $8.86M | Buy |
81,034
+1,610
| +2% | +$176K | 1.94% | 12 |
|
|
2025
Q1 | $8.31M | Buy |
79,424
+4,784
| +6% | +$500K | 1.99% | 13 |
|
|
2024
Q4 | $8.6M | Buy |
74,640
+661
| +0.9% | +$76.2K | 2.09% | 12 |
|
|
2024
Q3 | $8.65M | Sell |
73,979
-467
| -0.6% | -$54.6K | 2.19% | 10 |
|
|
2024
Q2 | $7.94M | Sell |
74,446
-1,388
| -2% | -$148K | 2.15% | 11 |
|
|
2024
Q1 | $8.38M | Sell |
75,834
-953
| -1% | -$105K | 2.36% | 10 |
|
|
2023
Q4 | $8.31M | Buy |
76,787
+1,843
| +2% | +$200K | 2.59% | 7 |
|
|
2023
Q3 | $7.07M | Sell |
74,944
-600
| -0.8% | -$56.6K | 2.47% | 8 |
|
|
2023
Q2 | $7.53M | Sell |
75,544
-319
| -0.4% | -$31.8K | 2.49% | 8 |
|
|
2023
Q1 | $7.34M | Buy |
75,863
+997
| +1% | +$96.4K | 2.47% | 8 |
|
|
2022
Q4 | $7.09M | Buy |
74,866
+4,826
| +7% | +$457K | 2.54% | 6 |
|
|
2022
Q3 | $6.11M | Buy |
+70,040
| New | +$6.11M | 2.29% | 8 |
|