United Capital 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 | $12.2M | Buy |
286,319
+112,611
| +65% | +$4.8M | 0.1% | 160 |
|
|
2025
Q1 | $7.08M | Buy |
173,708
+132,893
| +326% | +$5.42M | 0.06% | 225 |
|
|
2024
Q4 | $1.83M | Buy |
40,815
+26,640
| +188% | +$1.2M | 0.02% | 434 |
|
|
2024
Q3 | $645K | Sell |
14,175
-640
| -4% | -$29.1K | 0.01% | 660 |
|
|
2024
Q2 | $615K | Sell |
14,815
-515
| -3% | -$21.4K | 0.01% | 646 |
|
|
2024
Q1 | $660K | Sell |
15,330
-1,047
| -6% | -$45.1K | 0.01% | 655 |
|
|
2023
Q4 | $691K | Sell |
16,377
-13,674
| -46% | -$577K | 0.01% | 644 |
|
|
2023
Q3 | $1.11M | Sell |
30,051
-971
| -3% | -$35.8K | 0.01% | 498 |
|
|
2023
Q2 | $1.2M | Buy |
31,022
+5,079
| +20% | +$197K | 0.01% | 515 |
|
|
2023
Q1 | $980K | Buy |
25,943
+2,705
| +12% | +$102K | 0.01% | 579 |
|
|
2022
Q4 | $859K | Sell |
23,238
-924
| -4% | -$34.2K | ﹤0.01% | 647 |
|
|
2022
Q3 | $823K | Sell |
24,162
-600
| -2% | -$20.4K | ﹤0.01% | 652 |
|
|
2022
Q2 | $891K | Sell |
24,762
-613
| -2% | -$22.1K | ﹤0.01% | 654 |
|
|
2022
Q1 | $1.07M | Sell |
25,375
-816
| -3% | -$34.3K | 0.01% | 650 |
|
|
2021
Q4 | $1.17M | Sell |
26,191
-972
| -4% | -$43.4K | 0.01% | 644 |
|
|
2021
Q3 | $1.16M | Sell |
27,163
-411
| -1% | -$17.5K | 0.01% | 635 |
|
|
2021
Q2 | $1.21M | Sell |
27,574
-828
| -3% | -$36.4K | 0.01% | 644 |
|
|
2021
Q1 | $1.2M | Sell |
28,402
-12,080
| -30% | -$511K | 0.01% | 616 |
|
|
2020
Q4 | $1.45M | Sell |
40,482
-2,186
| -5% | -$78.2K | 0.01% | 579 |
|
|
2020
Q3 | $1.17M | Sell |
42,668
-6,127
| -13% | -$168K | 0.01% | 615 |
|
|
2020
Q2 | $1.3M | Buy |
48,795
+2,089
| +4% | +$55.5K | 0.01% | 594 |
|
|
2020
Q1 | $1.02M | Buy |
46,706
+16,132
| +53% | +$352K | 0.01% | 624 |
|
|
2019
Q4 | $998K | Sell |
30,574
-1,013
| -3% | -$33.1K | 0.01% | 777 |
|
|
2019
Q3 | $948K | Sell |
31,587
-425
| -1% | -$12.8K | 0.01% | 762 |
|
|
2019
Q2 | $981K | Buy |
32,012
+21,320
| +199% | +$653K | 0.01% | 813 |
|
|
2019
Q1 | $323K | Sell |
10,692
-8,680
| -45% | -$262K | ﹤0.01% | 1086 |
|
|
2018
Q4 | $511K | Buy |
+19,372
| New | +$511K | ﹤0.01% | 913 |
|