SFG
Sunburst Financial Group’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 | $649K | Buy |
15,246
+11
| +0.1% | +$469 | 0.15% | 59 |
|
|
2025
Q1 | $621K | Sell |
15,235
-11
| -0.1% | -$448 | 0.15% | 61 |
|
|
2024
Q4 | $685K | Sell |
15,246
-464
| -3% | -$20.8K | 0.17% | 60 |
|
|
2024
Q3 | $715K | Sell |
15,710
-51
| -0.3% | -$2.32K | 0.18% | 60 |
|
|
2024
Q2 | $655K | Sell |
15,761
-51
| -0.3% | -$2.12K | 0.18% | 59 |
|
|
2024
Q1 | $674K | Buy |
15,812
+2,765
| +21% | +$118K | 0.19% | 59 |
|
|
2023
Q4 | $550K | Buy |
13,047
+1,034
| +9% | +$43.6K | 0.17% | 63 |
|
|
2023
Q3 | $443K | Sell |
12,013
-282
| -2% | -$10.4K | 0.16% | 63 |
|
|
2023
Q2 | $478K | Hold |
12,295
| – | – | 0.17% | 60 |
|
|
2023
Q1 | $464K | Buy |
12,295
+134
| +1% | +$5.06K | 0.17% | 61 |
|
|
2022
Q4 | $450K | Buy |
+12,161
| New | +$450K | 0.18% | 63 |
|