Summit Investment Advisory Services’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 | $736K | Buy |
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|
2025
Q2 | $643K | Sell |
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|
2025
Q1 | $617K | Sell |
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|
2024
Q4 | $851K | Sell |
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|
2024
Q3 | $9.81M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $7.95M | Buy |
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|
2023
Q4 | $7.54M | Buy |
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|
2023
Q3 | $6.38M | Buy |
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|
2023
Q2 | $6.44M | Buy |
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|
2023
Q1 | $6.02M | Buy |
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|
2022
Q4 | $5.53M | Buy |
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