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

Dogwood Wealth Management LLC

  • $174 Billion
  • Q3 2024

A detailed history of Dogwood Wealth Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 2,230 shares of SPSM stock, worth $97,294. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,230
Previous 7,830 71.52%
Holding current value
$97,294
Previous $337 Million 69.89%
% of portfolio
0.06%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Feb 28, 2025
SELL
$41.02 - $46.01 $229,712 - $257,656
-5,600 Reduced 71.52%
2,230 $101 Million
Q1 2024

Feb 28, 2025
SELL
$39.85 - $43.04 $207,977 - $224,625
-5,219 Reduced 40.0%
7,830 $337 Million
Q4 2023

Feb 28, 2025
BUY
$34.3 - $42.83 $447,580 - $558,888
13,049 New
13,049 $550 Million

Others Institutions Holding SPSM

# of Institutions
973
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
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