Strategic Financial Planning’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 | $5.27M | Buy |
123,781
+14,621
| +13% | +$623K | 3.28% | 9 |
|
|
2025
Q1 | $4.45M | Buy |
109,160
+7,082
| +7% | +$289K | 3.07% | 11 |
|
|
2024
Q4 | $4.59M | Sell |
102,078
-236
| -0.2% | -$10.6K | 3.12% | 10 |
|
|
2024
Q3 | $4.66M | Sell |
102,314
-398
| -0.4% | -$18.1K | 3.08% | 11 |
|
|
2024
Q2 | $4.27M | Sell |
102,712
-76
| -0.1% | -$3.16K | 3.08% | 9 |
|
|
2024
Q1 | $4.42M | Sell |
102,788
-1,236
| -1% | -$53.2K | 3.31% | 9 |
|
|
2023
Q4 | $4.39M | Buy |
104,024
+7,428
| +8% | +$313K | 3.43% | 9 |
|
|
2023
Q3 | $3.56M | Sell |
96,596
-1,367
| -1% | -$50.4K | 3.28% | 11 |
|
|
2023
Q2 | $3.8M | Sell |
97,963
-4
| -0% | -$155 | 3.37% | 10 |
|
|
2023
Q1 | $3.7M | Sell |
97,967
-206
| -0.2% | -$7.78K | 3.38% | 10 |
|
|
2022
Q4 | $3.63M | Sell |
98,173
-845
| -0.9% | -$31.2K | 3.52% | 10 |
|
|
2022
Q3 | $3.37M | Sell |
99,018
-3,578
| -3% | -$122K | 3.51% | 10 |
|
|
2022
Q2 | $3.69M | Buy |
102,596
+10,375
| +11% | +$373K | 3.55% | 10 |
|
|
2022
Q1 | $3.88M | Sell |
92,221
-11,546
| -11% | -$486K | 3.23% | 12 |
|
|
2021
Q4 | $4.64M | Buy |
103,767
+1,508
| +1% | +$67.4K | 3.33% | 11 |
|
|
2021
Q3 | $4.36M | Sell |
102,259
-1,253
| -1% | -$53.4K | 3.19% | 12 |
|
|
2021
Q2 | $4.55M | Buy |
103,512
+1,989
| +2% | +$87.4K | 3.28% | 12 |
|
|
2021
Q1 | $4.29M | Sell |
101,523
-2,997
| -3% | -$127K | 3.2% | 12 |
|
|
2020
Q4 | $3.74M | Sell |
104,520
-698
| -0.7% | -$25K | 3.28% | 13 |
|
|
2020
Q3 | $2.88M | Sell |
105,218
-2,295
| -2% | -$62.8K | 3% | 13 |
|
|
2020
Q2 | $2.86M | Buy |
107,513
+49,977
| +87% | +$1.33M | 3.18% | 12 |
|
|
2020
Q1 | $1.26M | Buy |
57,536
+18,085
| +46% | +$395K | 1.66% | 15 |
|
|
2019
Q4 | $1.29M | Buy |
+39,451
| New | +$1.29M | 1.25% | 17 |
|