Higgins & Schmidt Wealth Strategies LLC Spdr Portfolio S&P 600 Small C Transaction History

Higgins & Schmidt Wealth Strategies LLC

$181 Billion
Q2 2025

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 34,407 shares of SPSM stock, worth $1.5 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

34,407

Previous 37,812 9.01%

Holding current value

$1.5 Million

Previous $1.54 Billion 4.9%

% of portfolio

0.81%

Previous 0.91%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 03, 2025	SELL	$35.35 - $42.68 $120,366 - $145,325	-3,405 Reduced 9.01%	34,407 $1.47 Billion
Q1 2025 Apr 21, 2025	SELL	$40.03 - $46.81 $24,858 - $29,069	-621 Reduced 1.62%	37,812 $1.54 Billion
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

# of Institutions

970

Shares Held

201M

Call Options Held

64.8K

Put Options Held

5.94K

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About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Higgins & Schmidt Wealth Strategies LLC Spdr Portfolio S&P 600 Small C Transaction History