Defined Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History

Defined Wealth Management, LLC

  • $135 Million
  • Q1 2024

A detailed history of Defined Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Defined Wealth Management, LLC holds 43,308 shares of SPSM stock, worth $1.78 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares
43,308
Previous 40,827 6.08%
Holding current value
$1.78 Million
Previous $1.72 Million 8.19%
% of portfolio
1.38%
Previous 1.32%

Shares

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

Apr 15, 2024
BUY
$39.85 - $43.04 $98,867 - $106,782
2,481 Added 6.08%
43,308 $1.86 Million
Q4 2023

Jan 09, 2024
BUY
$34.3 - $42.83 $6,962 - $8,694
203 Added 0.5%
40,827 $1.72 Million
Q3 2023

Oct 24, 2023
BUY
$36.35 - $41.02 $8,178 - $9,229
225 Added 0.56%
40,624 $1.5 Million
Q2 2023

Jul 28, 2023
BUY
$35.57 - $38.94 $1.44 Million - $1.57 Million
40,399 New
40,399 $1.57 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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