Valmark Advisers’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 | $267M | Buy |
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|
2025
Q1 | $238M | Buy |
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|
2024
Q4 | $242M | Buy |
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|
2024
Q3 | $238M | Buy |
|
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|
2024
Q2 | $212M | Sell |
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|
2024
Q1 | $235M | Buy |
|
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|
2023
Q4 | $220M | Buy |
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|
2023
Q3 | $193M | Buy |
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|
2023
Q2 | $199M | Buy |
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|
2023
Q1 | $166M | Buy |
|
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|
2022
Q4 | $156M | Sell |
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|
2022
Q3 | $204M | Buy |
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|
2022
Q2 | $211M | Buy |
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|
2022
Q1 | $235M | Buy |
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|
2021
Q4 | $245M | Buy |
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|
2021
Q3 | $232M | Buy |
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|
2021
Q2 | $235M | Sell |
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|
2021
Q1 | $233M | Sell |
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|
2020
Q4 | $215M | Sell |
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|
2020
Q3 | $187M | Sell |
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|
2020
Q2 | $188M | Buy |
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|
2020
Q1 | $118M | Buy |
|