Strategic Financial Planning’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
Q2
$5.27M Buy
2025
Q1
$4.45M Buy
2024
Q4
$4.59M Sell
2024
Q3
$4.66M Sell
2024
Q2
$4.27M Sell
2024
Q1
$4.42M Sell
2023
Q4
$4.39M Buy
2023
Q3
$3.56M Sell
2023
Q2
$3.8M Sell
2023
Q1
$3.7M Sell
2022
Q4
$3.63M Sell
2022
Q3
$3.37M Sell
2022
Q2
$3.69M Buy
2022
Q1
$3.88M Sell
2021
Q4
$4.64M Buy
2021
Q3
$4.36M Sell
2021
Q2
$4.55M Buy
2021
Q1
$4.29M Sell
2020
Q4
$3.74M Sell
2020
Q3
$2.88M Sell
2020
Q2
$2.86M Buy
2020
Q1
$1.26M Buy
2019
Q4
$1.29M Buy