Convergence Financial, LLC Spdr Portfolio S&P 600 Small C Transaction History

Convergence Financial, LLC

  • $501 Billion
  • Q4 2024

A detailed history of Convergence Financial, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Convergence Financial, LLC holds 4,911 shares of SPSM stock, worth $216,525. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,911
Previous 7,856 37.49%
Holding current value
$216,525
Previous $358 Million 38.3%
% of portfolio
0.04%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$44.33 - $49.55 $130,551 - $145,924
-2,945 Reduced 37.49%
4,911 $221 Million
Q3 2024

Oct 23, 2024
BUY
$41.02 - $46.01 $322,253 - $361,454
7,856 New
7,856 $358 Million
Q2 2024

Oct 23, 2024
SELL
$39.75 - $43.15 $462,690 - $502,266
-11,640 Closed
0 $0
Q1 2024

Oct 23, 2024
BUY
$39.85 - $43.04 $193,272 - $208,744
4,850 Added 71.43%
11,640 $501 Million
Q4 2023

Oct 23, 2024
BUY
$34.3 - $42.83 $232,896 - $290,815
6,790 New
6,790 $286 Million

Others Institutions Holding SPSM

# of Institutions
969
Shares Held
216M
Call Options Held
94.2K
Put Options Held
14.4K
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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