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

Cfm Wealth Partners LLC

$541 Million
Q2 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 59,988 shares of SPSM stock, worth $2.62 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

59,988

Previous 50,769 18.16%

Holding current value

$2.62 Million

Previous $2.19 Million 14.0%

% of portfolio

0.46%

Previous 0.44%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$36.34 - $39.85 $13.9 Million - $15.3 Million	383,534 New	383,534 $0

Others Institutions Holding SPSM

# of Institutions

844

Shares Held

191M

Call Options Held

62.3K

Put Options Held

1.4K

View Full List

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