Capital & Planning LLC’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-944	Closed	-$67.5K	–	161
2024 Q4	$67.5K	Buy	+944	New	+$67.5K	0.05%	45