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

Dogwood Wealth Management LLC

$190 Billion
Q1 2025

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 2,354 shares of SPSM stock, worth $97,173. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,354

Previous 2,438 3.45%

Holding current value

$97,173

Previous $110 Million 12.39%

% of portfolio

0.05%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$40.03 - $46.81 $3,362 - $3,932	-84 Reduced 3.45%	2,354 $95.9 Million
Q4 2024 Mar 04, 2025	BUY	$44.33 - $49.55 $20,214 - $22,594	456 Added 23.01%	2,438 $110 Million
Q3 2024 Feb 28, 2025	SELL	$41.02 - $46.01 $229,712 - $257,656	-5,600 Reduced 71.52%	2,230 $101 Million
Q2 2024 Mar 04, 2025	SELL	$39.75 - $43.15 $9,858 - $10,701	-248 Reduced 11.12%	1,982 $82.3 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

967

Shares Held

201M

Call Options Held

64.8K

Put Options Held

5.8K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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