Ehrlich Financial Group Spdr Portfolio S&P 600 Small C Transaction History

Ehrlich Financial Group

$137 Billion
Q1 2025

A detailed history of Ehrlich Financial Group transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Ehrlich Financial Group holds 7,861 shares of SPSM stock, worth $326,703. This represents 0.23% of its overall portfolio holdings.

Number of Shares

7,861

Previous 14,654 46.36%

Holding current value

$326,703

Previous $658 Million 51.33%

% of portfolio

0.23%

Previous 0.47%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$40.03 - $46.81 $271,923 - $317,980	-6,793 Reduced 46.36%	7,861 $320 Million
Q4 2024 Jan 13, 2025	BUY	$44.33 - $49.55 $38,788 - $43,356	875 Added 6.35%	14,654 $658 Million
Q3 2024 Oct 07, 2024	BUY	$41.02 - $46.01 $82 - $92	2 Added 0.01%	13,779 $627 Million
Q2 2024 Jul 12, 2024	SELL	$39.75 - $43.15 $63,123 - $68,522	-1,588 Reduced 10.34%	13,777 $572 Million
Q1 2024 Apr 15, 2024	BUY	$39.85 - $43.04 $37,259 - $40,242	935 Added 6.48%	15,365 $661 Million
Q4 2023 Feb 13, 2024	BUY	$34.3 - $42.83 $494,948 - $618,036	14,430 New	14,430 $609 Million

Others Institutions Holding SPSM

# of Institutions

969

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

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Ehrlich Financial Group Spdr Portfolio S&P 600 Small C Transaction History