Intrepid Financial Planning Group LLC Spdr Portfolio S&P 600 Small C Transaction History

Intrepid Financial Planning Group LLC

  • $234 Million
  • Q4 2024

A detailed history of Intrepid Financial Planning Group LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 6,582 shares of SPSM stock, worth $277,036. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,582
Previous 6,470 1.73%
Holding current value
$277,036
Previous $294,000 0.34%
% of portfolio
0.13%
Previous 0.13%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$44.33 - $49.55 $4,964 - $5,549
112 Added 1.73%
6,582 $295,000
Q3 2024

Nov 04, 2024
BUY
$41.02 - $46.01 $265,399 - $297,684
6,470 New
6,470 $294,000
Q1 2024

May 13, 2024
BUY
$39.85 - $43.04 $35,745 - $38,606
897 Added 2.35%
39,001 $1.68 Million
Q4 2023

Feb 13, 2024
SELL
$34.3 - $42.83 $18,041 - $22,528
-526 Reduced 1.36%
38,104 $1.61 Million
Q3 2023

Nov 03, 2023
SELL
$36.35 - $41.02 $225,660 - $254,652
-6,208 Reduced 13.85%
38,630 $1.43 Million
Q2 2023

Aug 09, 2023
SELL
$35.57 - $38.94 $14,654 - $16,043
-412 Reduced 0.91%
44,838 $1.74 Million
Q1 2023

May 02, 2023
SELL
$36.04 - $42.08 $57,267 - $66,865
-1,589 Reduced 3.39%
45,250 $1.71 Million
Q4 2022

Feb 02, 2023
BUY
$34.79 - $39.85 $257,619 - $295,089
7,405 Added 18.78%
46,839 $1.73 Million
Q3 2022

Nov 07, 2022
SELL
$33.99 - $41.52 $951 - $1,162
-28 Reduced 0.07%
39,434 $1.34 Million
Q2 2022

Aug 15, 2022
BUY
$34.83 - $42.53 $1.37 Million - $1.68 Million
39,462 New
39,462 $1.42 Million

Others Institutions Holding SPSM

# of Institutions
976
Shares Held
216M
Call Options Held
94.2K
Put Options Held
14.4K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
Track This Portfolio

Track Intrepid Financial Planning Group LLC Portfolio

Follow Intrepid Financial Planning Group 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 Intrepid Financial Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intrepid Financial Planning Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email