WealthPLAN Partners’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 | $393K | Buy |
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|
2025
Q2 | $359K | Buy |
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|
2025
Q1 | $308K | Buy |
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|
2024
Q4 | $325K | Sell |
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|
2024
Q3 | $388K | Buy |
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|
2024
Q2 | $286K | Sell |
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|
2024
Q1 | $379K | Buy |
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|
2023
Q4 | $255K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $9.98K | Sell |
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|
2023
Q1 | $16.2K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $289K | Buy |
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