Capstone Wealth Management Group, LLC Spdr Portfolio S&P 600 Small C Transaction History

Capstone Wealth Management Group, LLC

  • $170 Million
  • Q3 2024

A detailed history of Capstone Wealth Management Group, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 5,438 shares of SPSM stock, worth $247,374. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,438
Holding current value
$247,374
% of portfolio
0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$41.02 - $46.01 $223,066 - $250,202
5,438 New
5,438 $247,000
Q4 2022

Jan 25, 2023
SELL
$34.79 - $39.85 $76,816 - $87,988
-2,208 Reduced 12.66%
15,229 $0
Q3 2022

Nov 10, 2022
BUY
$33.99 - $41.52 $19,442 - $23,749
572 Added 3.39%
17,437 $594,000
Q2 2022

Aug 12, 2022
BUY
$34.83 - $42.53 $45,244 - $55,246
1,299 Added 8.35%
16,865 $607,000
Q1 2022

Apr 12, 2022
BUY
$39.91 - $45.5 $8,341 - $9,509
209 Added 1.36%
15,566 $655,000
Q4 2021

Apr 12, 2022
BUY
$42.23 - $46.94 $648,526 - $720,857
15,357 New
15,357 $686,000

Others Institutions Holding SPSM

# of Institutions
892
Shares Held
198M
Call Options Held
39.5K
Put Options Held
5.8K
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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