Valley Financial Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Valley Financial Management, Inc.

  • $193 Billion
  • Q2 2023

A detailed history of Valley Financial Management, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Valley Financial Management, Inc. holds 149,771 shares of SPSM stock, worth $6.81 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares
149,771
Previous 67,509 121.85%
Holding current value
$6.81 Million
Previous $2.55 Billion 128.14%
% of portfolio
3.01%
Previous 1.58%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
BUY
$35.57 - $38.94 $2.93 Million - $3.2 Million
82,262 Added 121.85%
149,771 $5.82 Billion
Q1 2023

May 15, 2023
BUY
$36.04 - $42.08 $2.43 Million - $2.84 Million
67,509 New
67,509 $2.55 Billion

Others Institutions Holding SPSM

# of Institutions
892
Shares Held
198M
Call Options Held
39.5K
Put Options Held
5.8K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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