Investment Planning Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Investment Planning Advisors’s Portfolio SPSM Stock Details SPSM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$632K	Buy
2025 Q4	$582K	Sell
2025 Q3	$585K	Sell
2025 Q2	$790K	Sell
2025 Q1	$1.03M	Sell
2024 Q4	$7.33M	Buy
2024 Q3	$5.64M	Hold
2024 Q2	$5.64M	Buy