Creative 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 | $122M | Sell |
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|
2025
Q1 | $123M | Sell |
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|
2024
Q4 | $141M | Buy |
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|
2024
Q3 | $141M | Sell |
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|
2024
Q2 | $130M | Sell |
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|
2024
Q1 | $138M | Sell |
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|
2023
Q4 | $141M | Sell |
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|
2023
Q3 | $124M | Sell |
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|
2023
Q2 | $131M | Buy |
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|
2023
Q1 | $124M | Sell |
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|
2022
Q4 | $123M | Buy |
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|
2022
Q3 | $111M | Buy |
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|
2022
Q2 | $112M | Buy |
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|
2022
Q1 | $125M | Sell |
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|
2021
Q4 | $134M | Sell |
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|
2021
Q3 | $133M | Sell |
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|
2021
Q2 | $137M | Buy |
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|
2021
Q1 | $132M | Sell |
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|
2020
Q4 | $113M | Buy |
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|
2020
Q3 | $82.7M | Buy |
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|
2020
Q2 | $68.5M | Buy |
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|
2020
Q1 | $45.5M | Buy |
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|
2019
Q4 | $37.3M | Buy |
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|
2019
Q3 | $20.1M | Buy |
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|
2019
Q2 | $12M | Buy |
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|
2019
Q1 | $2.56M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $233K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $180K | Buy |
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|
2017
Q1 | $46K | Buy |
|