A detailed history of Iag Wealth Partners, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 106,832 shares of SPSM stock, worth $5.18 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
106,832
Previous 97,310 9.79%
Holding current value
$5.18 Million
Previous $4.04 Million 20.29%
% of portfolio
0.91%
Previous 0.82%

Shares

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

Oct 29, 2024

BUY
$41.02 - $46.01 $390,592 - $438,107
9,522 Added 9.79%
106,832 $4.86 Million
Q2 2024

Jul 16, 2024

BUY
$39.75 - $43.15 $276,938 - $300,626
6,967 Added 7.71%
97,310 $4.04 Million
Q1 2024

Apr 24, 2024

BUY
$39.85 - $43.04 $304,653 - $329,040
7,645 Added 9.24%
90,343 $3.89 Million
Q4 2023

Feb 02, 2024

BUY
$34.3 - $42.83 $220,514 - $275,354
6,429 Added 8.43%
82,698 $3.49 Million
Q3 2023

Oct 24, 2023

SELL
$36.35 - $41.02 $200,906 - $226,717
-5,527 Reduced 6.76%
76,269 $2.81 Million
Q2 2023

Aug 10, 2023

BUY
$35.57 - $38.94 $317,035 - $347,072
8,913 Added 12.23%
81,796 $3.18 Million
Q1 2023

Apr 25, 2023

SELL
$36.04 - $42.08 $86,279 - $100,739
-2,394 Reduced 3.18%
72,883 $2.75 Million
Q4 2022

Feb 08, 2023

SELL
$34.79 - $39.85 $144,517 - $165,536
-4,154 Reduced 5.23%
75,277 $2.78 Million
Q3 2022

Oct 26, 2022

SELL
$33.99 - $41.52 $61,963 - $75,690
-1,823 Reduced 2.24%
79,431 $2.71 Million
Q2 2022

Aug 03, 2022

BUY
$34.83 - $42.53 $339,522 - $414,582
9,748 Added 13.63%
81,254 $2.92 Million
Q1 2022

May 04, 2022

SELL
$39.91 - $45.5 $6,904 - $7,871
-173 Reduced 0.24%
71,506 $3.01 Million
Q4 2021

Feb 14, 2022

SELL
$42.23 - $46.94 $23,817 - $26,474
-564 Reduced 0.78%
71,679 $3.2 Million
Q3 2021

Nov 04, 2021

BUY
$40.71 - $44.23 $1,262 - $1,371
31 Added 0.04%
72,243 $3.08 Million
Q2 2021

Aug 04, 2021

SELL
$41.43 - $45.3 $276,048 - $301,833
-6,663 Reduced 8.45%
72,212 $3.17 Million
Q1 2021

Apr 29, 2021

SELL
$35.43 - $44.75 $230,188 - $290,740
-6,497 Reduced 7.61%
78,875 $3.34 Million
Q4 2020

Feb 11, 2021

SELL
$27.77 - $35.98 $109,774 - $142,228
-3,953 Reduced 4.43%
85,372 $3.06 Million
Q3 2020

Feb 11, 2021

SELL
$25.57 - $29.57 $46,307 - $53,551
-1,811 Reduced 1.99%
89,325 $2.45 Million
Q2 2020

Feb 11, 2021

BUY
$19.87 - $29.39 $1.2 Million - $1.77 Million
60,307 Added 195.62%
91,136 $2.42 Million
Q1 2020

Feb 11, 2021

BUY
$18.96 - $33.37 $584,517 - $1.03 Million
30,829 New
30,829 $674,000

Others Institutions Holding SPSM

About SPDR PORTFOLIO S&P 600 SMALL C


  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
Track This Portfolio

Track Iag Wealth Partners, LLC Portfolio

Follow Iag Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iag Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iag Wealth Partners, LLC with notifications on news.