Bernard Wealth Management Corp. Spdr Portfolio S&P 600 Small C Transaction History

Bernard Wealth Management Corp.

  • $239 Billion
  • Q3 2025

A detailed history of Bernard Wealth Management Corp. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 5,202 shares of SPSM stock, worth $238,927. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,202
Previous 5,202 -0.0%
Holding current value
$238,927
Previous $222 Million 8.73%
% of portfolio
0.1%
Previous 0.1%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$44.33 - $49.55 $230,604 - $257,759
5,202 New
5,202 $215 Million

Others Institutions Holding SPSM

# of Institutions
982
Shares Held
199M
Call Options Held
51.7K
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 Bernard Wealth Management Corp. Portfolio

Follow Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp., based on Form 13F filings with the SEC.

News

Stay updated on Bernard Wealth Management Corp. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email