A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 38,433 shares of SPSM stock, worth $1.56 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
38,433
Previous 110,550 65.23%
Holding current value
$1.56 Million
Previous $5.03 Billion 65.69%
% of portfolio
1.08%
Previous 3.25%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 25, 2025

SELL
$44.33 - $49.55 $3.2 Million - $3.57 Million
-72,117 Reduced 65.23%
38,433 $1.73 Billion
Q3 2024

Mar 25, 2025

BUY
$41.02 - $46.01 $164,859 - $184,914
4,019 Added 3.77%
110,550 $5.03 Billion
Q2 2024

Mar 25, 2025

BUY
$39.75 - $43.15 $130,340 - $141,488
3,279 Added 3.18%
106,531 $4.42 Billion
Q1 2024

Mar 25, 2025

BUY
$39.85 - $43.04 $54,554 - $58,921
1,369 Added 1.34%
103,252 $4.44 Billion
Q4 2023

Mar 25, 2025

BUY
$34.3 - $42.83 $3.49 Million - $4.36 Million
101,883 New
101,883 $4.3 Billion

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 Higgins & Schmidt Wealth Strategies LLC Portfolio

Follow Higgins & Schmidt Wealth Strategies 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 Higgins & Schmidt Wealth Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Higgins & Schmidt Wealth Strategies LLC with notifications on news.