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

Cyndeo Wealth Partners, LLC

  • $1.19 Billion
  • Q1 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 39,667 shares of SPSM stock, worth $1.63 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
39,667
Previous 40,496 2.05%
Holding current value
$1.63 Million
Previous $1.71 Million 0.06%
% of portfolio
0.14%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
SELL
$39.85 - $43.04 $33,035 - $35,680
-829 Reduced 2.05%
39,667 $1.71 Million
Q4 2023

Jan 12, 2024
SELL
$34.3 - $42.83 $1,509 - $1,884
-44 Reduced 0.11%
40,496 $1.71 Million
Q3 2023

Oct 10, 2023
BUY
$36.35 - $41.02 $55,397 - $62,514
1,524 Added 3.91%
40,540 $1.5 Million
Q2 2023

Jul 27, 2023
BUY
$35.57 - $38.94 $1.39 Million - $1.52 Million
39,016 New
39,016 $1.52 Million

Others Institutions Holding SPSM

# of Institutions
804
Shares Held
185M
Call Options Held
91.7K
Put Options Held
2.7K
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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