Lee Kelleher Wealth Management Spdr Portfolio S&P 600 Small C Transaction History

Lee Kelleher Wealth Management

  • $168 Billion
  • Q4 2025

A detailed history of Lee Kelleher Wealth Management transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Lee Kelleher Wealth Management holds 29,028 shares of SPSM stock, worth $1.32 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
29,028
Previous 32,643 11.07%
Holding current value
$1.32 Million
Previous $1.51 Billion 10.04%
% of portfolio
0.81%
Previous 0.93%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
SELL
$44.53 - $47.25 $160,975 - $170,808
-3,615 Reduced 11.07%
29,028 $1.36 Billion
Q4 2024

Apr 17, 2025
BUY
$44.33 - $49.55 $1.45 Million - $1.62 Million
32,643 New
32,643 $1.47 Billion

Others Institutions Holding SPSM

# of Institutions
1,006
Shares Held
205M
Call Options Held
47K
Put Options Held
1.2K
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 Lee Kelleher Wealth Management Portfolio

Follow Lee Kelleher Wealth Management 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 Lee Kelleher Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lee Kelleher Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email