Transamerica Financial Advisors’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 | $1.13M | Sell |
26,627
-23,859
| -47% | -$1.02M | 0.11% | 135 |
|
|
2025
Q1 | $2.06M | Sell |
50,486
-12,775
| -20% | -$521K | 0.21% | 105 |
|
|
2024
Q4 | $2.84M | Buy |
63,261
+1,034
| +2% | +$46.5K | 0.28% | 88 |
|
|
2024
Q3 | $2.83M | Sell |
62,227
-18,634
| -23% | -$848K | 0.28% | 89 |
|
|
2024
Q2 | $3.36M | Hold |
80,861
| – | – | 0.36% | 76 |
|
|
2024
Q1 | $3.48M | Buy |
80,861
+13,130
| +19% | +$565K | 0.35% | 80 |
|
|
2023
Q4 | $2.86M | Buy |
67,731
+7,273
| +12% | +$307K | 0.39% | 43 |
|
|
2023
Q3 | $2.23M | Buy |
60,458
+16,798
| +38% | +$620K | 0.3% | 55 |
|
|
2023
Q2 | $1.7M | Buy |
43,660
+56
| +0.1% | +$2.18K | 0.22% | 77 |
|
|
2023
Q1 | $1.65M | Buy |
43,604
+17,187
| +65% | +$649K | 0.22% | 81 |
|
|
2022
Q4 | $977K | Buy |
26,417
+11,723
| +80% | +$434K | 0.14% | 133 |
|
|
2022
Q3 | $501K | Sell |
14,694
-461
| -3% | -$15.7K | 0.07% | 160 |
|
|
2022
Q2 | $546K | Buy |
+15,155
| New | +$546K | 0.08% | 160 |
|
|
2020
Q3 | – | Sell |
-1,211
| Closed | -$33K | – | 442 |
|
|
2020
Q2 | $33K | Buy |
+1,211
| New | +$33K | 0.01% | 212 |
|