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

Iams Wealth Management, LLC

  • $219 Billion
  • Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Iams Wealth Management, LLC holds 10,693 shares of SPSM stock, worth $488,670. This represents 0.22% of its overall portfolio holdings.

Number of Shares
10,693
Previous 8,889 20.29%
Holding current value
$488,670
Previous $405 Million 18.74%
% of portfolio
0.22%
Previous 0.2%

Shares

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

Jan 23, 2025
BUY
$44.33 - $49.55 $79,971 - $89,388
1,804 Added 20.29%
10,693 $480 Million
Q3 2024

Oct 11, 2024
BUY
$41.02 - $46.01 $58,863 - $66,024
1,435 Added 19.25%
8,889 $405 Million
Q2 2024

Aug 05, 2024
BUY
$39.75 - $43.15 $296,296 - $321,640
7,454 New
7,454 $310 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

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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