A detailed history of Cornerstone Planning Group LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 152 shares of SPSM stock, worth $6,914. This represents 0.0% of its overall portfolio holdings.

Number of Shares
152
Previous 152 -0.0%
Holding current value
$6,914
Previous $6.33 Million 8.01%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$39.75 - $43.15 $14,707 - $15,965
-370 Reduced 70.88%
152 $6.33 Million
Q1 2024

May 07, 2024

SELL
$39.85 - $43.04 $1,155 - $1,248
-29 Reduced 5.26%
522 $21.8 Million
Q4 2023

Feb 12, 2024

SELL
$34.3 - $42.83 $3,978 - $4,968
-116 Reduced 17.39%
551 $23.2 Million
Q3 2023

Nov 08, 2023

SELL
$36.35 - $41.02 $7,924 - $8,942
-218 Reduced 24.63%
667 $24.6 Million
Q2 2023

Aug 15, 2023

SELL
$35.57 - $38.94 $13,303 - $14,563
-374 Reduced 29.71%
885 $34.4 Million
Q4 2022

Feb 14, 2023

BUY
$34.79 - $39.85 $43,800 - $50,171
1,259 New
1,259 $48.5 Million

Others Institutions Holding SPSM

About SPDR PORTFOLIO S&P 600 SMALL C


  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
Track This Portfolio

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.