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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3K | Hold |
500
| – | – | ﹤0.01% | 386 |
|
|
2025
Q1 | $20.4K | Hold |
500
| – | – | ﹤0.01% | 391 |
|
|
2024
Q4 | $22.5K | Hold |
500
| – | – | ﹤0.01% | 338 |
|
|
2024
Q3 | $22.8K | Hold |
500
| – | – | ﹤0.01% | 325 |
|
|
2024
Q2 | $20.8K | Hold |
500
| – | – | ﹤0.01% | 319 |
|
|
2024
Q1 | $21.5K | Hold |
500
| – | – | ﹤0.01% | 317 |
|
|
2023
Q4 | $21.1K | Hold |
500
| – | – | ﹤0.01% | 307 |
|
|
2023
Q3 | $18.5K | Hold |
500
| – | – | ﹤0.01% | 307 |
|
|
2023
Q2 | $19.4K | Hold |
500
| – | – | ﹤0.01% | 318 |
|
|
2023
Q1 | $18.9K | Hold |
500
| – | – | ﹤0.01% | 295 |
|
|
2022
Q4 | $18.5K | Hold |
500
| – | – | ﹤0.01% | 294 |
|
|
2022
Q3 | $17K | Hold |
500
| – | – | ﹤0.01% | 304 |
|
|
2022
Q2 | $18K | Hold |
500
| – | – | ﹤0.01% | 302 |
|
|
2022
Q1 | $21K | Hold |
500
| – | – | ﹤0.01% | 299 |
|
|
2021
Q4 | $22K | Hold |
500
| – | – | ﹤0.01% | 303 |
|
|
2021
Q3 | $21K | Hold |
500
| – | – | 0.01% | 303 |
|
|
2021
Q2 | $22K | Hold |
500
| – | – | 0.01% | 299 |
|
|
2021
Q1 | $21K | Hold |
500
| – | – | 0.01% | 304 |
|
|
2020
Q4 | $18K | Buy |
+500
| New | +$18K | 0.01% | 299 |
|