Balboa Wealth Partners Spdr Portfolio S&P 600 Small C Transaction History

Balboa Wealth Partners

$552 Million
Q3 2025

A detailed history of Balboa Wealth Partners transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Balboa Wealth Partners holds 18,429 shares of SPSM stock, worth $839,625. This represents 0.15% of its overall portfolio holdings.

Number of Shares

18,429

Previous 9,965 84.94%

Holding current value

$839,625

Previous $424,000 101.18%

% of portfolio

0.15%

Previous 0.09%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$42.26 - $47.16 $357,688 - $399,162	8,464 Added 84.94%	18,429 $853,000
Q2 2025 Jul 29, 2025	BUY	$35.35 - $42.68 $133,340 - $160,988	3,772 Added 60.91%	9,965 $424,000
Q1 2025 Apr 23, 2025	SELL	$40.03 - $46.81 $243,062 - $284,230	-6,072 Reduced 49.51%	6,193 $252,000
Q4 2024 Feb 10, 2025	BUY	$44.33 - $49.55 $17,421 - $19,473	393 Added 3.31%	12,265 $550,000
Q3 2024 Nov 06, 2024	SELL	$41.02 - $46.01 $58,412 - $65,518	-1,424 Reduced 10.71%	11,872 $540,000

Q2 2024 Aug 13, 2024	SELL	$39.75 - $43.15 $105,456 - $114,476	-2,653 Reduced 16.63%	13,296 $552,000
Q1 2024 May 13, 2024	BUY	$39.85 - $43.04 $101,617 - $109,752	2,550 Added 19.03%	15,949 $686,000
Q4 2023 Feb 09, 2024	SELL	$34.3 - $42.83 $99,744 - $124,549	-2,908 Reduced 17.83%	13,399 $565,000
Q3 2023 Oct 23, 2023	BUY	$36.35 - $41.02 $317,335 - $358,104	8,730 Added 115.22%	16,307 $601,000
Q2 2023 Aug 08, 2023	SELL	$35.57 - $38.94 $60,753 - $66,509	-1,708 Reduced 18.4%	7,577 $294,000
Q1 2023 May 11, 2023	BUY	$36.04 - $42.08 $334,631 - $390,712	9,285 New	9,285 $350,000

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

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 Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.

Account

Balboa Wealth Partners Spdr Portfolio S&P 600 Small C Transaction History