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 $254,594. This represents 0.17% of its overall portfolio holdings.

Number of Shares

5,571

Previous 5,777 3.57%

Holding current value

$254,594

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

962

Shares Held

215M

Call Options Held

94.4K

Put Options Held

11.1K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of National Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on National Wealth Management Group, LLC with notifications on news.

Account

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