Valley Financial Management’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
2023
Q2
$5.82M Buy
149,771
+82,262
+122% +$3.2M 3.01% 16
2023
Q1
$2.55M Buy
+67,509
New +$2.55M 1.58% 24