Cornerstone Planning Group’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	$2.67K	Hold	50	–	–	﹤0.01%	1239
2025 Q4	$2.46K	Sell	50 -10	-17%	-$466	﹤0.01%	1149
2025 Q3	$1.82K	Buy	60 +11	+22%	+$493	﹤0.01%	1183
2025 Q2	$2.12K	Hold	49	–	–	﹤0.01%	930
2025 Q1	$1.87K	Hold	49	–	–	﹤0.01%	1002
2024 Q4	$2.26K	Sell	49 -103	-68%	-$4.79K	﹤0.01%	768
2024 Q3	$6.83K	Hold	152	–	–	﹤0.01%	500
2024 Q2	$6.33K	Sell	152 -370	-71%	-$15.4K	﹤0.01%	526
2024 Q1	$21.8K	Sell	522 -29	-5%	-$1.2K	0.01%	285
2023 Q4	$23.2K	Sell	551 -116	-17%	-$4.37K	0.01%	297
2023 Q3	$24.6K	Sell	667 -218	-25%	-$8.49K	0.01%	278
2023 Q2	$34.4K	Buy	+885	New	+$32.9K	0.01%	314
2022 Q4	$48.5K	Buy	+1,259	New	+$47.2K	0.02%	272