Investment Planning Advisors’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	$790K	Sell	18,539 -6,643	-26%	-$283K	0.28%	35
2025 Q1	$1.03M	Sell	25,182 -138,068	-85%	-$5.63M	0.42%	29
2024 Q4	$7.33M	Buy	163,250 +27,363	+20%	+$1.23M	3.2%	12
2024 Q3	$5.64M	Hold	135,887	–	–	2.88%	13
2024 Q2	$5.64M	Buy	+135,887	New	+$5.64M	2.88%	13