Retirement Planning Company of New England’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $665K | Sell |
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|
2025
Q2 | $613K | Sell |
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|
2025
Q1 | $599K | Buy |
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|
2024
Q4 | $660K | Buy |
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|
2024
Q3 | $635K | Buy |
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|
2024
Q2 | $563K | Buy |
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|
2024
Q1 | $568K | Buy |
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|
2023
Q4 | $509K | Buy |
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|
2023
Q3 | $338K | Sell |
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|
2023
Q2 | $398K | Buy |
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|
2023
Q1 | $372K | Buy |
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|
2022
Q4 | $359K | Buy |
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|
2022
Q3 | $319K | Buy |
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|
2022
Q2 | $316K | Buy |
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|
2022
Q1 | $328K | Buy |
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|
2021
Q4 | $327K | Buy |
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