Fiduciary Group LLC Spdr Portfolio S&P 600 Small C Transaction History

Fiduciary Group LLC

$1.11 Billion
Q3 2025

A detailed history of Fiduciary Group LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Fiduciary Group LLC holds 97,547 shares of SPSM stock, worth $4.44 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

97,547

Previous 80,499 21.18%

Holding current value

$4.44 Million

Previous $3.43 Million 31.76%

% of portfolio

0.41%

Previous 0.33%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$42.26 - $47.16 $720,448 - $803,983	17,048 Added 21.18%	97,547 $4.52 Million
Q2 2025 Aug 13, 2025	BUY	$35.35 - $42.68 $965,938 - $1.17 Million	27,325 Added 51.39%	80,499 $3.43 Million
Q1 2025 Apr 28, 2025	BUY	$40.03 - $46.81 $633,114 - $740,346	15,816 Added 42.34%	53,174 $2.17 Million
Q4 2024 Feb 11, 2025	BUY	$44.33 - $49.55 $694,163 - $775,903	15,659 Added 72.16%	37,358 $1.68 Million
Q3 2024 Nov 13, 2024	BUY	$41.02 - $46.01 $29,001 - $32,529	707 Added 3.37%	21,699 $987,000
Q2 2024 Aug 08, 2024	SELL	$39.75 - $43.15 $27,944 - $30,334	-703 Reduced 3.24%	20,992 $871,000
Q1 2024 May 13, 2024	BUY	$39.85 - $43.04 $20,323 - $21,950	510 Added 2.41%	21,695 $933,000
Q4 2023 Feb 05, 2024	BUY	$34.3 - $42.83 $512,270 - $639,666	14,935 Added 238.96%	21,185 $893,000
Q3 2023 Nov 13, 2023	BUY	$36.35 - $41.02 $227,187 - $256,375	6,250 New	6,250 $230,000

Others Institutions Holding SPSM

# of Institutions

1,006

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
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Fiduciary Group LLC with notifications on news.

Account

Fiduciary Group LLC Spdr Portfolio S&P 600 Small C Transaction History