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

Epg Wealth Management LLC

  • $363 Billion
  • Q3 2025

A detailed history of Epg Wealth Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Epg Wealth Management LLC holds 321 shares of SPSM stock, worth $14,624. This represents 0.0% of its overall portfolio holdings.

Number of Shares
321
Previous 320 0.31%
Holding current value
$14,624
Previous $13.6 Million 9.15%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$42.26 - $47.16 $42 - $47
1 Added 0.31%
321 $14.9 Million
Q2 2025

Aug 05, 2025
BUY
$35.35 - $42.68 $70 - $85
2 Added 0.63%
320 $13.6 Million
Q1 2025

May 13, 2025
BUY
$40.03 - $46.81 $40 - $46
1 Added 0.32%
318 $13 Million
Q3 2024

Nov 13, 2024
BUY
$41.02 - $46.01 $13,003 - $14,585
317 New
317 $14.4 Million
Q2 2024

Aug 13, 2024
SELL
$39.75 - $43.15 $25,440 - $27,616
-640 Closed
0 $0
Q2 2023

Aug 15, 2023
BUY
$35.57 - $38.94 $11,489 - $12,577
323 Added 101.89%
640 $24,000
Q3 2022

Nov 15, 2022
BUY
$33.99 - $41.52 $10,774 - $13,161
317 New
317 $11,000
Q2 2022

Aug 15, 2022
SELL
$34.83 - $42.53 $11,041 - $13,482
-317 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$40.71 - $44.23 $12,905 - $14,020
317 New
317 $14,000
Q2 2020

Aug 06, 2020
SELL
$19.87 - $29.39 $4,212 - $6,230
-212 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$28.98 - $32.81 $6,143 - $6,955
212 New
212 $7,000

Others Institutions Holding SPSM

# of Institutions
1,007
Shares Held
205M
Call Options Held
47K
Put Options Held
1.2K
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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