Capital & Planning LLC’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Capital & Planning LLC’s Portfolio SPMD Stock Details SPMD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$72.7K	Buy
2025 Q1	–	Sell
2024 Q4	$54.6K	Buy