Plante Moran Financial Advisors’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	$26K	Buy	538 +26	+5%	+$1.29K	﹤0.01%	402
2025 Q4	$24K	Buy	512 +19	+4%	+$886	﹤0.01%	428
2025 Q3	$22.8K	Sell	493 -20	-4%	-$897	﹤0.01%	447
2025 Q2	$21.9K	Buy	513 +20	+4%	+$807	﹤0.01%	463
2025 Q1	$20.1K	Hold	493	–	–	﹤0.01%	484
2024 Q4	$22.1K	Hold	493	–	–	﹤0.01%	478
2024 Q3	$22.4K	Hold	493	–	–	﹤0.01%	508
2024 Q2	$20.5K	Sell	493 -745	-60%	-$31K	﹤0.01%	473
2024 Q1	$53.3K	Sell	1,238 -342	-22%	-$14.1K	0.01%	324
2023 Q4	$66.6K	Buy	1,580 +342	+28%	+$12.9K	0.01%	294
2023 Q3	$45.7K	Sell	1,238 -88	-7%	-$3.43K	0.01%	302
2023 Q2	$51.5K	Buy	+1,326	New	+$49.3K	0.01%	296