US 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
Q1 | $512K | Sell |
12,558
-11
| -0.1% | -$448 | 0.15% | 57 |
|
|
2024
Q4 | $565K | Sell |
12,569
-2,128
| -14% | -$95.6K | 0.17% | 51 |
|
|
2024
Q3 | $669K | Buy |
14,697
+419
| +3% | +$19.1K | 0.21% | 47 |
|
|
2024
Q2 | $593K | Sell |
14,278
-261
| -2% | -$10.8K | 0.2% | 50 |
|
|
2024
Q1 | $626K | Buy |
14,539
+283
| +2% | +$12.2K | 0.22% | 47 |
|
|
2023
Q4 | $601K | Buy |
14,256
+42
| +0.3% | +$1.77K | 0.22% | 45 |
|
|
2023
Q3 | $524K | Buy |
14,214
+143
| +1% | +$5.28K | 0.22% | 47 |
|
|
2023
Q2 | $547K | Buy |
14,071
+8,330
| +145% | +$324K | 0.23% | 44 |
|
|
2023
Q1 | $217K | Buy |
+5,741
| New | +$217K | 0.1% | 69 |
|
|
2022
Q4 | – | Sell |
-9,047
| Closed | -$308K | – | 86 |
|
|
2022
Q3 | $308K | Buy |
9,047
+50
| +0.6% | +$1.7K | 0.17% | 40 |
|
|
2022
Q2 | $324K | Buy |
8,997
+157
| +2% | +$5.65K | 0.18% | 39 |
|
|
2022
Q1 | $372K | Buy |
8,840
+902
| +11% | +$38K | 0.18% | 44 |
|
|
2021
Q4 | $355K | Buy |
7,938
+322
| +4% | +$14.4K | 0.16% | 48 |
|
|
2021
Q3 | $324K | Buy |
7,616
+76
| +1% | +$3.23K | 0.16% | 45 |
|
|
2021
Q2 | $331K | Sell |
7,540
-295
| -4% | -$13K | 0.16% | 46 |
|
|
2021
Q1 | $331K | Buy |
7,835
+556
| +8% | +$23.5K | 0.09% | 110 |
|
|
2020
Q4 | $261K | Buy |
+7,279
| New | +$261K | 0.08% | 109 |
|