A detailed history of Bip Wealth, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Bip Wealth, LLC holds 19,250 shares of SPSM stock, worth $791,175. This represents 0.05% of its overall portfolio holdings.

Number of Shares
19,250
Previous 22,108 12.93%
Holding current value
$791,175
Previous $993 Million 20.99%
% of portfolio
0.05%
Previous 0.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025

SELL
$40.03 - $46.81 $114,405 - $133,782
-2,858 Reduced 12.93%
19,250 $785 Million
Q4 2024

Feb 14, 2025

BUY
$44.33 - $49.55 $98,013 - $109,555
2,211 Added 11.11%
22,108 $993 Million
Q3 2024

Nov 07, 2024

SELL
$41.02 - $46.01 $71,826 - $80,563
-1,751 Reduced 8.09%
19,897 $906 Million
Q2 2024

Aug 08, 2024

SELL
$39.75 - $43.15 $248,755 - $270,032
-6,258 Reduced 22.43%
21,648 $899 Million
Q1 2024

May 08, 2024

SELL
$39.85 - $43.04 $42,998 - $46,440
-1,079 Reduced 3.72%
27,906 $1.2 Billion
Q4 2023

Feb 02, 2024

SELL
$34.3 - $42.83 $49,048 - $61,246
-1,430 Reduced 4.7%
28,985 $1.22 Billion
Q3 2023

Nov 09, 2023

SELL
$36.35 - $41.02 $249,869 - $281,971
-6,874 Reduced 18.43%
30,415 $1.12 Billion
Q2 2023

Jul 27, 2023

BUY
$35.57 - $38.94 $94,011 - $102,918
2,643 Added 7.63%
37,289 $1.45 Billion
Q1 2023

May 10, 2023

BUY
$36.04 - $42.08 $1.25 Million - $1.46 Million
34,646 New
34,646 $1.31 Billion

Others Institutions Holding SPSM

About SPDR PORTFOLIO S&P 600 SMALL C


  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
Track This Portfolio

Track Bip Wealth, LLC Portfolio

Follow Bip Wealth, LLC 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 Bip Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bip Wealth, LLC with notifications on news.