United Asset Strategies’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
Q2 | $12.3M | Buy |
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|
2025
Q1 | $11.5M | Buy |
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|
2024
Q4 | $12.1M | Buy |
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|
2024
Q3 | $11.4M | Buy |
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|
2024
Q2 | $10.3M | Sell |
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|
2024
Q1 | $18.3M | Buy |
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|
2023
Q4 | $432K | Sell |
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|
2023
Q3 | $743K | Buy |
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|
2023
Q2 | $407K | Sell |
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|
2023
Q1 | $754K | Sell |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $632K | Buy |
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|
2022
Q2 | $596K | Buy |
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|
2022
Q1 | $377K | Sell |
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|
2021
Q4 | $729K | Sell |
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|
2021
Q3 | $745K | Sell |
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|
2021
Q2 | $1.94M | Buy |
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|
2021
Q1 | $1.71M | Buy |
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|
2020
Q4 | $942K | Buy |
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|
2020
Q3 | $417K | Sell |
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|
2020
Q2 | $405K | Buy |
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|
2020
Q1 | $306K | Buy |
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|
2019
Q4 | $442K | Buy |
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|
2019
Q3 | $315K | Buy |
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|
2019
Q2 | $300K | Sell |
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|
2019
Q1 | $296K | Sell |
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|
2018
Q4 | $278K | Sell |
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|
2018
Q3 | $4.15M | Buy |
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|
2018
Q2 | $3.59M | Buy |
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|
2018
Q1 | $251K | Buy |
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|
2017
Q4 | $249K | Buy |
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