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

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 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 39,223 shares of SPSM stock, worth $1.79 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

39,223

Previous 36,444 7.63%

Holding current value

$1.79 Million

Previous $1.66 Million 6.21%

% of portfolio

0.12%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$44.33 - $49.55 $123,193 - $137,699	2,779 Added 7.63%	39,223 $1.76 Million
Q3 2024 Oct 18, 2024	BUY	$41.02 - $46.01 $41 - $46	1 Added 0.0%	36,444 $1.66 Million
Q2 2024 Jul 30, 2024	SELL	$39.75 - $43.15 $128,154 - $139,115	-3,224 Reduced 8.13%	36,443 $1.51 Million
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

962

Shares Held

215M

Call Options Held

94.4K

Put Options Held

11.1K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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