Cornerstone Planning Group LLC Spdr Portfolio S&P 600 Small C Transaction History

Cornerstone Planning Group LLC

$624 Billion
Q3 2025

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 60 shares of SPSM stock, worth $2,733. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 49 22.45%

Holding current value

$2,733

Previous $2.12 Million 14.46%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$42.26 - $47.16 $464 - $518	11 Added 22.45%	60 $1.82 Million
Q4 2024 Jan 29, 2025	SELL	$44.33 - $49.55 $4,565 - $5,103	-103 Reduced 67.76%	49 $2.26 Million
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

# of Institutions

1,006

Shares Held

205M

Call Options Held

47K

Put Options Held

1.2K

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About SPDR PORTFOLIO S&P 600 SMALL C

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Cornerstone Planning Group LLC Spdr Portfolio S&P 600 Small C Transaction History