National Wealth Management Group, LLC Spdr Portfolio S&P 600 Small C Transaction History

National Wealth Management Group, LLC

$150 Billion
Q4 2024

A detailed history of National Wealth Management Group, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, National Wealth Management Group, LLC holds 5,571 shares of SPSM stock, worth $232,422. This represents 0.17% of its overall portfolio holdings.

Number of Shares

5,571

Previous 5,777 3.57%

Holding current value

$232,422

Previous $263 Million 4.81%

% of portfolio

0.17%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$44.33 - $49.55 $9,131 - $10,207	-206 Reduced 3.57%	5,571 $250 Million
Q3 2024 Nov 13, 2024	SELL	$41.02 - $46.01 $123 - $138	-3 Reduced 0.05%	5,777 $263 Million
Q2 2024 Aug 09, 2024	SELL	$39.75 - $43.15 $77,592 - $84,228	-1,952 Reduced 25.25%	5,780 $240 Million
Q1 2024 May 17, 2024	BUY	$39.85 - $43.04 $3,068 - $3,314	77 Added 1.01%	7,732 $333 Million
Q4 2023 Feb 01, 2024	SELL	$34.3 - $42.83 $15,229 - $19,016	-444 Reduced 5.48%	7,655 $323 Million
Q3 2023 Nov 13, 2023	SELL	$36.35 - $41.02 $8,251 - $9,311	-227 Reduced 2.73%	8,099 $299 Million
Q2 2023 Aug 09, 2023	BUY	$35.57 - $38.94 $296,155 - $324,214	8,326 New	8,326 $333 Million

Others Institutions Holding SPSM

# of Institutions

976

Shares Held

216M

Call Options Held

94.2K

Put Options Held

14.4K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

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National Wealth Management Group, LLC Spdr Portfolio S&P 600 Small C Transaction History