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

Mgb Wealth Management, LLC

$304 Billion
Q2 2025

A detailed history of Mgb Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 500 shares of SPSM stock, worth $23,420. This represents 0.01% of its overall portfolio holdings.

Number of Shares

500

Previous 11,940 95.81%

Holding current value

$23,420

Previous $487 Million 95.62%

% of portfolio

0.01%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$35.35 - $42.68 $404,404 - $488,259	-11,440 Reduced 95.81%	500 $21.3 Million
Q1 2025 May 09, 2025	SELL	$40.03 - $46.81 $43,272 - $50,601	-1,081 Reduced 8.3%	11,940 $487 Million
Q4 2024 Jan 29, 2025	BUY	$44.33 - $49.55 $5,452 - $6,094	123 Added 0.95%	13,021 $585 Million
Q3 2024 Nov 12, 2024	SELL	$41.02 - $46.01 $3,486 - $3,910	-85 Reduced 0.65%	12,898 $587 Million
Q2 2024 Aug 12, 2024	SELL	$39.75 - $43.15 $7,115 - $7,723	-179 Reduced 1.36%	12,983 $562 Million
Q1 2024 May 06, 2024	SELL	$39.85 - $43.04 $38,415 - $41,490	-964 Reduced 6.82%	13,162 $566 Million
Q4 2023 Apr 22, 2024	BUY	$34.3 - $42.83 $484,521 - $605,016	14,126 New	14,126 $596 Million

Others Institutions Holding SPSM

# of Institutions

969

Shares Held

199M

Call Options Held

51.7K

Put Options Held

1.2K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Mgb Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History