Zimmermann Investment Management & Planning’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
2024 Q4	–	Sell	-13,049	Closed	-$594K	–	119
2024 Q3	$594K	Sell	13,049 -11,511	-47%	-$524K	0.18%	78
2024 Q2	$1.02M	Sell	24,560 -37,203	-60%	-$1.55M	0.34%	54
2024 Q1	$2.66M	Buy	61,763 +22,085	+56%	+$951K	0.96%	31
2023 Q4	$1.67M	Buy	+39,678	New	+$1.67M	0.68%	38