Fusion Family Wealth LLC Spdr Portfolio S&P 600 Small C Transaction History

Fusion Family Wealth LLC

  • $982 Million
  • Q2 2024

A detailed history of Fusion Family Wealth LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Fusion Family Wealth LLC holds 7,806 shares of SPSM stock, worth $341,512. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,806
Previous 7,806 -0.0%
Holding current value
$341,512
Previous $335,000 3.28%
% of portfolio
0.03%
Previous 0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023
BUY
$35.57 - $38.94 $1,814 - $1,985
51 Added 0.66%
7,806 $303,000
Q1 2023

Apr 20, 2023
BUY
$36.04 - $42.08 $33,877 - $39,555
940 Added 13.79%
7,755 $292,000
Q4 2022

Jan 24, 2023
SELL
$36.34 - $39.85 $32,851 - $36,024
-904 Reduced 11.71%
6,815 $0
Q3 2022

Oct 19, 2022
SELL
N/A
-18 Reduced 0.23%
7,719 $329,000
Q1 2022

Apr 28, 2022
BUY
N/A
292 Added 3.92%
7,737 $325,000
Q4 2021

Jan 20, 2022
SELL
N/A
-274 Reduced 3.55%
7,445 $333,000
Q3 2021

Oct 14, 2021
BUY
N/A
180 Added 2.39%
7,719 $329,000
Q2 2021

Jul 30, 2021
BUY
N/A
7,181 Added 2005.87%
7,539 $331,000
Q1 2021

Apr 29, 2021
SELL
N/A
-13 Reduced 3.5%
358 $15,000
Q3 2020

Nov 09, 2020
BUY
N/A
26 Added 7.54%
371 $10,000
Q2 2020

Aug 13, 2020
BUY
N/A
32 Added 10.22%
345 $10,000
Q1 2020

May 06, 2020
BUY
N/A
44 Added 16.36%
313 $7,000
Q3 2019

Oct 31, 2019
BUY
N/A
87 Added 47.8%
269 $8,000
Q2 2019

Aug 06, 2019
BUY
N/A
16 Added 9.64%
182 $6,000
Q1 2019

May 10, 2019
SELL
N/A
-9,458 Reduced 98.28%
166 $5,000
Q4 2018

Jan 18, 2019
BUY
N/A
9,546 Added 12238.46%
9,624 $254,000
Q3 2018

Nov 07, 2018
BUY
N/A
4 Added 5.41%
78 $3,000
Q2 2018

Aug 03, 2018
BUY
N/A
74 New
74 $2,000

Others Institutions Holding SPSM

# of Institutions
844
Shares Held
191M
Call Options Held
62.3K
Put Options Held
1.4K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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