Center for Financial Planning’s 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 | $21.3K | Hold |
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|
2025
Q1 | $20.4K | Hold |
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|
2024
Q4 | $22.5K | Hold |
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|
2024
Q3 | $22.8K | Hold |
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|
2024
Q2 | $20.8K | Hold |
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|
2024
Q1 | $21.5K | Hold |
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|
2023
Q4 | $21.1K | Hold |
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|
2023
Q3 | $18.4K | Hold |
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|
2023
Q2 | $19.4K | Hold |
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|
2023
Q1 | $18.9K | Hold |
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|
2022
Q4 | $18.5K | Hold |
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|
2022
Q3 | $17K | Hold |
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|
2022
Q2 | $18K | Hold |
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|
2022
Q1 | $21K | Hold |
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|
2021
Q4 | $22K | Hold |
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|
2021
Q3 | $21K | Hold |
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|
2021
Q2 | $22K | Hold |
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|
2021
Q1 | $21K | Hold |
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|
2020
Q4 | $18K | Buy |
|