Values Added Financial’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 | $1.09M | Buy |
25,638
+2,008
| +8% | +$85.5K | 0.53% | 40 |
|
|
2025
Q1 | $963K | Buy |
23,630
+932
| +4% | +$38K | 0.53% | 39 |
|
|
2024
Q4 | $1.02M | Buy |
22,698
+3,979
| +21% | +$179K | 0.59% | 37 |
|
|
2024
Q3 | $852K | Sell |
18,719
-1,106
| -6% | -$50.3K | 0.54% | 34 |
|
|
2024
Q2 | $823K | Buy |
19,825
+501
| +3% | +$20.8K | 0.59% | 33 |
|
|
2024
Q1 | $832K | Buy |
19,324
+2,933
| +18% | +$126K | 0.65% | 31 |
|
|
2023
Q4 | $691K | Sell |
16,391
-3,207
| -16% | -$135K | 0.57% | 34 |
|
|
2023
Q3 | $723K | Buy |
19,598
+454
| +2% | +$16.8K | 0.66% | 31 |
|
|
2023
Q2 | $744K | Buy |
+19,144
| New | +$744K | 0.7% | 29 |
|