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

Adams Wealth Management

$458 Million
Q1 2025

A detailed history of Adams Wealth Management transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Adams Wealth Management holds 22,567 shares of SPSM stock, worth $992,948. This represents 0.2% of its overall portfolio holdings.

Number of Shares

22,567

Previous 14,103 60.02%

Holding current value

$992,948

Previous $633,000 45.18%

% of portfolio

0.2%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$40.03 - $46.81 $338,813 - $396,199	8,464 Added 60.02%	22,567 $919,000
Q4 2024 Feb 13, 2025	BUY	$44.33 - $49.55 $25,445 - $28,441	574 Added 4.24%	14,103 $633,000
Q3 2024 Oct 28, 2024	SELL	$41.02 - $46.01 $615 - $690	-15 Reduced 0.11%	13,529 $615,000
Q2 2024 Jul 16, 2024	BUY	$39.75 - $43.15 $56,723 - $61,575	1,427 Added 11.78%	13,544 $562,000
Q1 2024 May 20, 2024	BUY	$39.85 - $43.04 $482,862 - $521,515	12,117 New	12,117 $521,000
Q2 2023 Aug 14, 2023	SELL	$35.57 - $38.94 $193,038 - $211,327	-5,427 Reduced 39.85%	8,192 $318,000
Q1 2023 May 03, 2023	BUY	$36.04 - $42.08 $490,828 - $573,087	13,619 New	13,619 $514,000

Others Institutions Holding SPSM

# of Institutions

973

Shares Held

201M

Call Options Held

64.8K

Put Options Held

5.94K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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