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

Marion Wealth Management

$371 Million
Q1 2025

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 8,019 shares of SPSM stock, worth $313,542. This represents 0.09% of its overall portfolio holdings.

Number of Shares

8,019

Previous 7,497 6.96%

Holding current value

$313,542

Previous $336,000 3.27%

% of portfolio

0.09%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$40.03 - $46.81 $20,895 - $24,434	522 Added 6.96%	8,019 $325,000
Q4 2024 Jan 13, 2025	BUY	$44.33 - $49.55 $7,225 - $8,076	163 Added 2.22%	7,497 $336,000
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

964

Shares Held

205M

Call Options Held

94.2K

Put Options Held

14.4K

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About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

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