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

Horizon Wealth Management, LLC

$539 Million
Q3 2025

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 12,668 shares of SPSM stock, worth $577,154. This represents 0.11% of its overall portfolio holdings.

Number of Shares

12,668

Previous 12,667 0.01%

Holding current value

$577,154

Previous $539,000 8.72%

% of portfolio

0.11%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$42.26 - $47.16 $42 - $47	1 Added 0.01%	12,668 $586,000
Q2 2025 Aug 04, 2025	SELL	$35.35 - $42.68 $4,454 - $5,377	-126 Reduced 0.98%	12,667 $539,000
Q1 2025 Apr 11, 2025	BUY	$40.03 - $46.81 $5,123 - $5,991	128 Added 1.01%	12,793 $519,000
Q4 2024 Jan 13, 2025	BUY	$44.33 - $49.55 $157,504 - $176,051	3,553 Added 38.99%	12,665 $568,000
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

1,006

Shares Held

206M

Call Options Held

47K

Put Options Held

1.2K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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