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

Horizon Wealth Management, LLC

  • $501 Million
  • Q3 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 9,112 shares of SPSM stock, worth $428,901. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,112
Previous 9,111 0.01%
Holding current value
$428,901
Previous $378,000 9.52%
% of portfolio
0.08%
Previous 0.09%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$41.02 - $46.01 $41 - $46
1 Added 0.01%
9,112 $414,000
Q2 2024

Jul 19, 2024
BUY
$39.75 - $43.15 $39 - $43
1 Added 0.01%
9,111 $378,000
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
$33.99 - $41.52 $2,379 - $2,906
-70 Reduced 0.8%
8,701 $296,000
Q1 2022

May 12, 2022
SELL
$39.91 - $45.5 $95,783 - $109,200
-2,400 Reduced 21.48%
8,771 $369,000
Q4 2021

Feb 14, 2022
BUY
$42.23 - $46.94 $471,751 - $524,366
11,171 New
11,171 $499,000

Others Institutions Holding SPSM

# of Institutions
889
Shares Held
197M
Call Options Held
39.5K
Put Options Held
5.8K
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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