Ehrlich Financial Group Spdr Portfolio S&P 600 Small C Transaction History

Ehrlich Financial Group

  • $141 Billion
  • Q4 2024

A detailed history of Ehrlich Financial Group transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Ehrlich Financial Group holds 14,654 shares of SPSM stock, worth $603,891. This represents 0.47% of its overall portfolio holdings.

Number of Shares
14,654
Previous 13,779 6.35%
Holding current value
$603,891
Previous $627 Million 4.97%
% of portfolio
0.47%
Previous 0.45%

Shares

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

Jan 13, 2025
BUY
$44.33 - $49.55 $38,788 - $43,356
875 Added 6.35%
14,654 $658 Million
Q3 2024

Oct 07, 2024
BUY
$41.02 - $46.01 $82 - $92
2 Added 0.01%
13,779 $627 Million
Q2 2024

Jul 12, 2024
SELL
$39.75 - $43.15 $63,123 - $68,522
-1,588 Reduced 10.34%
13,777 $572 Million
Q1 2024

Apr 15, 2024
BUY
$39.85 - $43.04 $37,259 - $40,242
935 Added 6.48%
15,365 $661 Million
Q4 2023

Feb 13, 2024
BUY
$34.3 - $42.83 $494,948 - $618,036
14,430 New
14,430 $609 Million

Others Institutions Holding SPSM

# of Institutions
976
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
Track This Portfolio

Track Ehrlich Financial Group Portfolio

Follow Ehrlich Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ehrlich Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Ehrlich Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email