Retirement Planning Group (Kansas)’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 | $351K | Sell |
8,240
-273
| -3% | -$11.6K | 0.01% | 242 |
|
|
2025
Q1 | $347K | Buy |
8,513
+247
| +3% | +$10.1K | 0.02% | 235 |
|
|
2024
Q4 | $371K | Buy |
8,266
+874
| +12% | +$39.3K | 0.02% | 207 |
|
|
2024
Q3 | $336K | Hold |
7,392
| – | – | 0.02% | 208 |
|
|
2024
Q2 | $307K | Sell |
7,392
-1,840
| -20% | -$76.4K | 0.02% | 195 |
|
|
2024
Q1 | $397K | Buy |
9,232
+2,715
| +42% | +$117K | 0.03% | 153 |
|
|
2023
Q4 | $275K | Sell |
6,517
-103
| -2% | -$4.35K | 0.02% | 146 |
|
|
2023
Q3 | $244K | Buy |
+6,620
| New | +$244K | 0.03% | 139 |
|