Mbm Wealth Consultants, LLC Spdr Portfolio S&P 600 Small C Transaction History

Mbm Wealth Consultants, LLC

$284 Million
Q1 2024

A detailed history of Mbm Wealth Consultants, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 24,178 shares of SPSM stock, worth $999,034. This represents 0.37% of its overall portfolio holdings.

Number of Shares

24,178

Previous 23,149 4.45%

Holding current value

$999,034

Previous $976,000 6.56%

% of portfolio

0.37%

Previous 0.37%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	BUY	$39.85 - $43.04 $41,005 - $44,288	1,029 Added 4.45%	24,178 $1.04 Million
Q4 2023 Jan 30, 2024	BUY	$34.3 - $42.83 $52,307 - $65,315	1,525 Added 7.05%	23,149 $976,000
Q3 2023 Oct 19, 2023	BUY	$36.35 - $41.02 $67,247 - $75,887	1,850 Added 9.36%	21,624 $797,000
Q2 2023 Jul 24, 2023	BUY	$35.57 - $38.94 $214,273 - $234,574	6,024 Added 43.81%	19,774 $768,000
Q4 2022 Feb 15, 2023	BUY	$36.34 - $39.85 $52,983 - $58,101	1,458 Added 11.86%	13,750 $510,000

Q3 2022 Oct 24, 2022	BUY	N/A	1,939 Added 18.73%	12,292 $429,000
Q2 2022 Aug 15, 2022	BUY	N/A	398 Added 4.0%	10,353 $373,000
Q1 2022 May 16, 2022	BUY	N/A	9,955 New	9,955 $419,000

Others Institutions Holding SPSM

# of Institutions

802

Shares Held

185M

Call Options Held

91.7K

Put Options Held

2.7K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Mbm Wealth Consultants, LLC Spdr Portfolio S&P 600 Small C Transaction History