Buckingham Strategic Wealth, LLC Spdr Portfolio S&P 600 Small C Transaction History

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 20,070 shares of SPSM stock, worth $973,194. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,070
Previous 21,674 7.4%
Holding current value
$973,194
Previous $932,000 10.62%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$39.75 - $43.15 $63,759 - $69,212
-1,604 Reduced 7.4%
20,070 $833,000
Q1 2024

May 09, 2024
SELL
$39.85 - $43.04 $95,839 - $103,511
-2,405 Reduced 9.99%
21,674 $932,000
Q4 2023

Feb 14, 2024
SELL
$34.3 - $42.83 $157,368 - $196,504
-4,588 Reduced 16.0%
24,079 $1.02 Million
Q3 2023

Nov 13, 2023
BUY
$36.35 - $41.02 $6,433 - $7,260
177 Added 0.62%
28,667 $1.06 Million
Q2 2023

Aug 11, 2023
BUY
$35.57 - $38.94 $97,141 - $106,345
2,731 Added 10.6%
28,490 $1.11 Million
Q4 2022

Feb 13, 2023
SELL
$34.79 - $39.85 $42,617 - $48,816
-1,225 Reduced 4.54%
25,759 $952,000
Q3 2022

Nov 07, 2022
SELL
$33.99 - $41.52 $12,882 - $15,736
-379 Reduced 1.39%
26,984 $919,000
Q2 2022

Aug 12, 2022
BUY
$34.83 - $42.53 $53,150 - $64,900
1,526 Added 5.91%
27,363 $985,000
Q4 2021

Feb 09, 2022
SELL
$42.23 - $46.94 $6,123 - $6,806
-145 Reduced 0.56%
25,837 $1.16 Million
Q3 2021

Nov 10, 2021
SELL
$40.71 - $44.23 $79,710 - $86,602
-1,958 Reduced 7.01%
25,982 $1.11 Million
Q2 2021

Aug 06, 2021
SELL
$41.43 - $45.3 $94,501 - $103,329
-2,281 Reduced 7.55%
27,940 $1.23 Million
Q1 2021

Apr 30, 2021
SELL
$35.43 - $44.75 $111,958 - $141,410
-3,160 Reduced 9.47%
30,221 $1.28 Million
Q4 2020

Feb 16, 2021
BUY
$27.77 - $35.98 $926,990 - $1.2 Million
33,381 New
33,381 $1.2 Million
Q2 2020

Aug 03, 2020
SELL
$19.87 - $29.39 $282,154 - $417,338
-14,200 Closed
0 $0
Q1 2020

May 07, 2020
BUY
$18.96 - $33.37 $269,232 - $473,853
14,200 New
14,200 $310,000

Others Institutions Holding SPSM

# of Institutions
868
Shares Held
192M
Call Options Held
62.3K
Put Options Held
1.4K
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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