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

Balboa Wealth Partners

  • $310 Million
  • Q1 2024

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 15,949 shares of SPSM stock, worth $725,201. This represents 0.22% of its overall portfolio holdings.

Number of Shares
15,949
Previous 13,399 19.03%
Holding current value
$725,201
Previous $565,000 21.42%
% of portfolio
0.22%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
814
Shares Held
187M
Call Options Held
91.7K
Put Options Held
2.7K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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