Marion Wealth Management Spdr Portfolio S&P 600 Small C Transaction History

Marion Wealth Management

  • $373 Million
  • Q3 2024

A detailed history of Marion Wealth Management transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Marion Wealth Management holds 7,334 shares of SPSM stock, worth $332,963. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,334
Previous 6,194 18.4%
Holding current value
$332,963
Previous $257,000 29.57%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 07, 2024
BUY
$41.02 - $46.01 $46,762 - $52,451
1,140 Added 18.4%
7,334 $333,000
Q2 2024

Jul 09, 2024
BUY
$39.75 - $43.15 $914 - $992
23 Added 0.37%
6,194 $257,000
Q1 2024

Apr 08, 2024
BUY
$39.85 - $43.04 $4,184 - $4,519
105 Added 1.73%
6,171 $265,000
Q4 2023

Jan 10, 2024
SELL
$34.3 - $42.83 $44,075 - $55,036
-1,285 Reduced 17.48%
6,066 $255,000
Q3 2023

Oct 18, 2023
BUY
$36.35 - $41.02 $3,998 - $4,512
110 Added 1.52%
7,351 $271,000
Q2 2023

Jul 24, 2023
BUY
$35.57 - $38.94 $257,562 - $281,964
7,241 New
7,241 $281,000

Others Institutions Holding SPSM

# of Institutions
893
Shares Held
198M
Call Options Held
39.5K
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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