Welch & Forbes’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 | $319K | Buy |
7,485
+187
| +3% | +$7.97K | ﹤0.01% | 318 |
|
|
2025
Q1 | $297K | Hold |
7,298
| – | – | ﹤0.01% | 320 |
|
|
2024
Q4 | $328K | Buy |
7,298
+176
| +2% | +$7.91K | ﹤0.01% | 318 |
|
|
2024
Q3 | $324K | Hold |
7,122
| – | – | ﹤0.01% | 329 |
|
|
2024
Q2 | $292K | Sell |
7,122
-3
| -0% | -$123 | ﹤0.01% | 330 |
|
|
2024
Q1 | $307K | Sell |
7,125
-1,333
| -16% | -$57.4K | ﹤0.01% | 329 |
|
|
2023
Q4 | $357K | Sell |
8,458
-116
| -1% | -$4.89K | 0.01% | 315 |
|
|
2023
Q3 | $316K | Sell |
8,574
-2,573
| -23% | -$95K | 0.01% | 322 |
|
|
2023
Q2 | $433K | Buy |
+11,147
| New | +$433K | 0.01% | 296 |
|