Balboa Wealth Partners Spdr Portfolio S&P 600 Small C Transaction History

Balboa Wealth Partners

  • $476 Million
  • Q2 2025

A detailed history of Balboa Wealth Partners transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Balboa Wealth Partners holds 9,965 shares of SPSM stock, worth $463,173. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,965
Previous 6,193 60.91%
Holding current value
$463,173
Previous $252,000 68.25%
% of portfolio
0.09%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$35.35 - $42.68 $133,340 - $160,988
3,772 Added 60.91%
9,965 $424,000
Q1 2025

Apr 23, 2025
SELL
$40.03 - $46.81 $243,062 - $284,230
-6,072 Reduced 49.51%
6,193 $252,000
Q4 2024

Feb 10, 2025
BUY
$44.33 - $49.55 $17,421 - $19,473
393 Added 3.31%
12,265 $550,000
Q3 2024

Nov 06, 2024
SELL
$41.02 - $46.01 $58,412 - $65,518
-1,424 Reduced 10.71%
11,872 $540,000
Q2 2024

Aug 13, 2024
SELL
$39.75 - $43.15 $105,456 - $114,476
-2,653 Reduced 16.63%
13,296 $552,000
Q1 2024

May 13, 2024
BUY
$39.85 - $43.04 $101,617 - $109,752
2,550 Added 19.03%
15,949 $686,000
Q4 2023

Feb 09, 2024
SELL
$34.3 - $42.83 $99,744 - $124,549
-2,908 Reduced 17.83%
13,399 $565,000
Q3 2023

Oct 23, 2023
BUY
$36.35 - $41.02 $317,335 - $358,104
8,730 Added 115.22%
16,307 $601,000
Q2 2023

Aug 08, 2023
SELL
$35.57 - $38.94 $60,753 - $66,509
-1,708 Reduced 18.4%
7,577 $294,000
Q1 2023

May 11, 2023
BUY
$36.04 - $42.08 $334,631 - $390,712
9,285 New
9,285 $350,000

Others Institutions Holding SPSM

# of Institutions
971
Shares Held
199M
Call Options Held
51.7K
Put Options Held
1.2K
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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