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

Cfm Wealth Partners LLC

$589 Million
Q4 2024

A detailed history of Cfm Wealth Partners LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 63,902 shares of SPSM stock, worth $2.92 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

63,902

Previous 63,287 0.97%

Holding current value

$2.92 Million

Previous $2.88 Million 0.35%

% of portfolio

0.49%

Previous 0.51%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$44.33 - $49.55 $27,262 - $30,473	615 Added 0.97%	63,902 $2.87 Million
Q3 2024 Oct 23, 2024	BUY	$41.02 - $46.01 $513,488 - $575,953	12,518 Added 24.66%	63,287 $2.88 Million
Q3 2024 Oct 15, 2024	SELL	$41.02 - $46.01 $378,163 - $424,166	-9,219 Reduced 15.37%	50,769 $2.31 Million
Q2 2024 Jul 18, 2024	BUY	$39.75 - $43.15 $366,455 - $397,799	9,219 Added 18.16%	59,988 $2.49 Million
Q1 2024 Apr 15, 2024	BUY	$39.85 - $43.04 $7,491 - $8,091	188 Added 0.37%	50,769 $2.19 Million
Q4 2023 Jan 11, 2024	BUY	$34.3 - $42.83 $3,635 - $4,539	106 Added 0.21%	50,581 $2.13 Million
Q3 2023 Oct 11, 2023	BUY	$36.35 - $41.02 $112,794 - $127,285	3,103 Added 6.55%	50,475 $1.86 Million
Q2 2023 Jul 14, 2023	BUY	$35.57 - $38.94 $1.69 Million - $1.84 Million	47,372 New	47,372 $1.84 Million
Q4 2022 Jan 19, 2023	BUY	$34.79 - $39.85 $13.3 Million - $15.3 Million	383,534 New	383,534 $0

Others Institutions Holding SPSM

# of Institutions

962

Shares Held

215M

Call Options Held

94.4K

Put Options Held

11.1K

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About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Cfm Wealth Partners LLC Spdr Portfolio S&P 600 Small C Transaction History