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Avantax Planning Partners’s 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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$286K Hold
6,703
– – 0.01% 357
2025
Q1 		$273K Hold
6,703
– – 0.01% 355
2024
Q4 		$301K Hold
6,703
– – 0.01% 332
2024
Q3 		$305K Sell
6,703
-160
-2% -$7.28K 0.01% 329
2024
Q2 		$285K Buy
+6,863
New +$285K 0.01% 367