Founders Financial Alliance, LLC Spdr Portfolio S&P 600 Small C Transaction History

Founders Financial Alliance, LLC

$356 Million
Q4 2024

A detailed history of Founders Financial Alliance, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 77,575 shares of SPSM stock, worth $3.27 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

77,575

Previous 69,758 11.21%

Holding current value

$3.27 Million

Previous $3.17 Million 9.77%

% of portfolio

0.98%

Previous 0.9%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$44.33 - $49.55 $346,527 - $387,332	7,817 Added 11.21%	77,575 $3.48 Million
Q3 2024 Nov 01, 2024	BUY	$41.02 - $46.01 $116,373 - $130,530	2,837 Added 4.24%	69,758 $3.17 Million
Q2 2024 Aug 23, 2024	BUY	$39.75 - $43.15 $33,628 - $36,504	846 Added 1.28%	66,921 $2.78 Million
Q1 2024 May 14, 2024	BUY	$39.85 - $43.04 $345,419 - $373,070	8,668 Added 15.1%	66,075 $2.84 Million
Q4 2023 Feb 09, 2024	SELL	$34.3 - $42.83 $356,068 - $444,618	-10,381 Reduced 15.31%	57,407 $2.42 Million
Q3 2023 Nov 13, 2023	BUY	$36.35 - $41.02 $9,596 - $10,829	264 Added 0.39%	67,788 $2.5 Million
Q2 2023 Aug 11, 2023	BUY	$35.57 - $38.94 $2.34 Million - $2.57 Million	65,878 Added 4002.31%	67,524 $2.62 Million
Q1 2023 May 15, 2023	BUY	$36.04 - $42.08 $2,342 - $2,735	65 Added 4.11%	1,646 $62,000
Q4 2022 Feb 15, 2023	BUY	$34.79 - $39.85 $2,226 - $2,550	64 Added 4.22%	1,581 $58,000
Q3 2022 Nov 14, 2022	BUY	$33.99 - $41.52 $49,387 - $60,328	1,453 Added 2270.31%	1,517 $52,000
Q2 2022 Aug 15, 2022	BUY	$34.83 - $42.53 $2,229 - $2,721	64 New	64 $2,000

Others Institutions Holding SPSM

# of Institutions

976

Shares Held

216M

Call Options Held

94.2K

Put Options Held

14.4K

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About SPDR PORTFOLIO S&P 600 SMALL C

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Founders Financial Alliance, LLC Spdr Portfolio S&P 600 Small C Transaction History