Sunburst Financial Group’s 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 | $705K | Sell |
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|
2025
Q2 | $649K | Buy |
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|
2025
Q1 | $621K | Sell |
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|
2024
Q4 | $685K | Sell |
|
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|
2024
Q3 | $715K | Sell |
|
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|
2024
Q2 | $655K | Sell |
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|
2024
Q1 | $674K | Buy |
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|
2023
Q4 | $550K | Buy |
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|
2023
Q3 | $443K | Sell |
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|
2023
Q2 | $478K | Hold |
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|
2023
Q1 | $464K | Buy |
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|
2022
Q4 | $450K | Buy |
|