Compound Planning Expands ETF Stakes Trims Robinhood, VB
Compound Planning Inc. substantially expanded positions in several exchange-traded funds during the first quarter, including a 144.5% increase in its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake to 86,854 shares valued around $6.65 million. It also trimmed its Vanguard Small-Cap ETF (VB) holding by 11.4% to 137,137 shares worth about $35.92 million, while boosting its exposure to the iShares Core MSCI EAFE ETF (IEFA) by 17.9% to 247,127 shares valued at roughly $22.37 million. The firm reduced its Robinhood Markets (HOOD) position by 2.7%, ending with 478,464 shares worth about $33.16 million. Additionally, Compound Planning Inc. increased its stake in the iShares Russell 1000 Growth ETF (IWF) by 48.5% to 38,238 shares, with a value near $16.31 million. Taken together, the filings depict active portfolio rebalancing across large-cap, international, growth, and small-cap exposure as the fund manager repositions for potential opportunities.