Vertex Planning Partners’s 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
$389K Buy
2025
Q1
$371K Sell
2024
Q4
$531K Buy
2024
Q3
$519K Buy
2024
Q2
$468K Sell
2024
Q1
$487K Sell
2023
Q4
$513K Buy
2023
Q3
$394K Sell
2023
Q2
$421K Buy
2023
Q1
$241K Sell
2022
Q4
$237K Buy