CFM Wealth Partners’s State Street 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
2026 Q1	$2.91M	Buy	60,298 +119	+0.2%	+$5.89K	0.44%	49
2025 Q4	$2.82M	Sell	60,179 -40	-0.1%	-$1.86K	0.41%	48
2025 Q3	$2.79M	Sell	60,219 -2,873	-5%	-$129K	0.4%	50
2025 Q2	$2.69M	Sell	63,092 -484	-0.8%	-$19.5K	0.43%	49
2025 Q1	$2.59M	Sell	63,576 -326	-0.5%	-$14.4K	0.46%	47
2024 Q4	$2.87M	Buy	63,902 +615	+1%	+$28.6K	0.48%	48
2024 Q3	$2.88M	Buy	63,287 +3,299	+5%	+$145K	0.5%	48
2024 Q2	$2.49M	Buy	59,988 +9,219	+18%	+$384K	0.46%	51
2024 Q1	$2.19M	Buy	50,769 +188	+0.4%	+$7.77K	0.44%	56
2023 Q4	$2.13M	Buy	50,581 +106	+0.2%	+$3.99K	0.48%	53
2023 Q3	$1.86M	Buy	50,475 +3,103	+7%	+$121K	0.49%	52
2023 Q2	$1.84M	Buy	+47,372	New	+$1.76M	0.45%	59