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

Horizon Wealth Management, LLC

  • $381 Million
  • Q1 2024

A detailed history of Horizon Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 9,110 shares of SPSM stock, worth $378,338. This represents 0.1% of its overall portfolio holdings.

Number of Shares
9,110
Previous 8,859 2.83%
Holding current value
$378,338
Previous $373,000 5.09%
% of portfolio
0.1%
Previous 0.1%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
BUY
$39.85 - $43.04 $10,002 - $10,803
251 Added 2.83%
9,110 $392,000
Q4 2023

Jan 22, 2024
SELL
$34.3 - $42.83 $9.08 Million - $11.3 Million
-264,790 Reduced 96.76%
8,859 $373,000
Q3 2023

Oct 24, 2023
BUY
$36.35 - $41.02 $9.63 Million - $10.9 Million
264,816 Added 2998.03%
273,649 $10.1 Million
Q2 2023

Jul 31, 2023
BUY
$35.57 - $38.94 $4,695 - $5,140
132 Added 1.52%
8,833 $343,000
Q3 2022

Nov 18, 2022
SELL
N/A
-70 Reduced 0.8%
8,701 $296,000
Q1 2022

May 12, 2022
SELL
N/A
-2,400 Reduced 21.48%
8,771 $369,000
Q4 2021

Feb 14, 2022
BUY
N/A
11,171 New
11,171 $499,000

Others Institutions Holding SPSM

# of Institutions
802
Shares Held
185M
Call Options Held
91.7K
Put Options Held
2.7K
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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