Caldwell Trust CO Spdr Portfolio S&P 600 Small C Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

A detailed history of Caldwell Trust CO transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Caldwell Trust CO holds 9,047 shares of SPSM stock, worth $418,695. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,047

Previous 9,047 -0.0%

Holding current value

$418,695

Previous $385 Million 8.73%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 22, 2025	BUY	$35.35 - $42.68 $319,811 - $386,125	9,047 New	9,047 $385 Million
Q4 2024 Sep 24, 2025	SELL	$44.33 - $49.55 $4,654 - $5,202	-105 Reduced 1.15%	9,047 $406 Million
Q1 2024 Sep 24, 2025	BUY	$39.85 - $43.04 $4,184 - $4,519	105 Added 1.16%	9,152 $394 Million
Q3 2023 Oct 01, 2025	SELL	$36.35 - $41.02 $4,834 - $5,455	-133 Reduced 1.43%	9,152 $338 Million
Q2 2023 Oct 01, 2025	BUY	$35.57 - $38.94 $8,465 - $9,267	238 Added 2.63%	9,285 $361 Million
Q2 2022 Oct 01, 2025	SELL	$34.83 - $42.53 $14,802 - $18,075	-425 Closed	0 $0
Q1 2022 Oct 01, 2025	SELL	$39.91 - $45.5 $344,104 - $392,301	-8,622 Reduced 95.3%	425 $17.9 Million

Others Institutions Holding SPSM

# of Institutions

986

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
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Caldwell Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Trust CO with notifications on news.

Account

Caldwell Trust CO Spdr Portfolio S&P 600 Small C Transaction History