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

Levy Wealth Management Group, LLC

  • $390 Million
  • Q2 2024

A detailed history of Levy Wealth Management Group, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 7,141 shares of SPSM stock, worth $307,777. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,141
Holding current value
$307,777
% of portfolio
0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$39.75 - $43.15 $283,854 - $308,134
7,141 New
7,141 $296,000
Q2 2023

Jul 21, 2023
BUY
$35.57 - $38.94 $219,893 - $240,727
6,182 New
6,182 $240,000
Q4 2022

Feb 08, 2023
BUY
$34.79 - $39.85 $209,888 - $240,415
6,033 New
6,033 $223,000

Others Institutions Holding SPSM

# of Institutions
977
Shares Held
200M
Call Options Held
64.8K
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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