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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-997	Closed	-$54.6K	–	159
2024 Q4	$54.6K	Buy	+997	New	+$54.6K	0.04%	48