Householder Group Estate & Retirement Specialist, LLC Spdr Portfolio S&P 600 Small C Transaction History

Householder Group Estate & Retirement Specialist, LLC

$356 Million
Q2 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 17,313 shares of SPSM stock, worth $785,837. This represents 0.2% of its overall portfolio holdings.

Number of Shares

17,313

Previous 11,434 51.42%

Holding current value

$785,837

Previous $492,000 46.14%

% of portfolio

0.2%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$39.75 - $43.15 $233,690 - $253,678	5,879 Added 51.42%	17,313 $719,000
Q1 2024 May 03, 2024	BUY	$39.85 - $43.04 $32,318 - $34,905	811 Added 7.63%	11,434 $492,000
Q4 2023 Jan 23, 2024	SELL	$34.3 - $42.83 $132,226 - $165,109	-3,855 Reduced 26.63%	10,623 $448,000
Q3 2023 Oct 10, 2023	BUY	$36.35 - $41.02 $459,645 - $518,697	12,645 Added 689.85%	14,478 $534,000
Q1 2023 Apr 13, 2023	BUY	$36.04 - $42.08 $66,061 - $77,132	1,833 New	1,833 $69,000
Q3 2022 Oct 11, 2022	BUY	$33.99 - $41.52 $13,833 - $16,898	407 New	407 $13,000

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

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Householder Group Estate & Retirement Specialist, LLC Spdr Portfolio S&P 600 Small C Transaction History