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

Diversify Wealth Management, LLC

$1.73 Trillion
Q3 2025

A detailed history of Diversify Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 158,643 shares of SPSM stock, worth $7.23 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

158,643

Previous 161,383 1.7%

Holding current value

$7.23 Million

Previous $7.19 Billion 1.46%

% of portfolio

0.42%

Previous 0.44%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$42.26 - $47.16 $115,792 - $129,218	-2,740 Reduced 1.7%	158,643 $7.3 Billion
Q2 2025 Aug 14, 2025	SELL	$35.35 - $42.68 $82,082 - $99,102	-2,322 Reduced 1.42%	161,383 $7.19 Billion
Q1 2025 Apr 30, 2025	BUY	$40.03 - $46.81 $508,100 - $594,159	12,693 Added 8.41%	163,705 $6.44 Billion
Q4 2024 Jan 16, 2025	SELL	$44.33 - $49.55 $1.17 Million - $1.31 Million	-26,352 Reduced 14.86%	151,012 $6.66 Billion
Q3 2024 Oct 25, 2024	BUY	$41.02 - $46.01 $172,489 - $193,472	4,205 Added 2.43%	177,364 $7.91 Billion

Q2 2024 Aug 08, 2024	BUY	$39.75 - $43.15 $6.88 Million - $7.47 Million	173,159 New	173,159 $7.24 Billion

Others Institutions Holding SPSM

# of Institutions

1,008

Shares Held

205M

Call Options Held

47K

Put Options Held

1.2K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Diversify Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History