Avantax Planning Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Avantax Planning Partners’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$310K	Hold
2025 Q2	$286K	Hold
2025 Q1	$273K	Hold
2024 Q4	$301K	Hold
2024 Q3	$305K	Sell
2024 Q2	$285K	Buy