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

49 Wealth Management, LLC

  • $702 Billion
  • Q4 2024

A detailed history of 49 Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, 49 Wealth Management, LLC holds 890,902 shares of SPSM stock, worth $37.5 Million. This represents 5.7% of its overall portfolio holdings.

Number of Shares
890,902
Previous 706,037 26.18%
Holding current value
$37.5 Million
Previous $32.1 Billion 24.55%
% of portfolio
5.7%
Previous 5.23%

Shares

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

Feb 14, 2025
BUY
$44.33 - $49.55 $8.2 Million - $9.16 Million
184,865 Added 26.18%
890,902 $40 Billion
Q3 2024

Nov 12, 2024
BUY
$41.02 - $46.01 $29 Million - $32.5 Million
706,037 New
706,037 $32.1 Billion

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

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
Track This Portfolio

Track 49 Wealth Management, LLC Portfolio

Follow 49 Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 49 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 49 Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email