Capital Planning Advisors’s State Street 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 | – | Sell |
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|
2025
Q1 | $338K | Sell |
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|
2024
Q4 | $688K | Buy |
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|
2024
Q3 | $619K | Sell |
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|
2024
Q2 | $599K | Buy |
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|
2024
Q1 | $611K | Buy |
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|
2023
Q4 | $597K | Buy |
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|
2023
Q3 | $483K | Buy |
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|
2023
Q2 | $501K | Sell |
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|
2023
Q1 | $541K | Sell |
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|
2022
Q4 | $641K | Buy |
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|
2022
Q3 | $454K | Buy |
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|
2022
Q2 | $402K | Sell |
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|
2022
Q1 | $472K | Buy |
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