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

Mbm Wealth Consultants, LLC

  • $324 Million
  • Q1 2025

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 29,410 shares of SPSM stock, worth $1.29 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
29,410
Previous 28,036 4.9%
Holding current value
$1.29 Million
Previous $1.26 Million 4.85%
% of portfolio
0.37%
Previous 0.39%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$40.03 - $46.81 $55,001 - $64,316
1,374 Added 4.9%
29,410 $1.2 Million
Q4 2024

Jan 17, 2025
BUY
$44.33 - $49.55 $54,304 - $60,698
1,225 Added 4.57%
28,036 $1.26 Million
Q3 2024

Oct 07, 2024
BUY
$41.02 - $46.01 $11,280 - $12,652
275 Added 1.04%
26,811 $1.22 Million
Q2 2024

Jul 30, 2024
BUY
$39.75 - $43.15 $93,730 - $101,747
2,358 Added 9.75%
26,536 $1.1 Million
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
$34.79 - $39.85 $50,723 - $58,101
1,458 Added 11.86%
13,750 $510,000
Q3 2022

Oct 24, 2022
BUY
$33.99 - $41.52 $65,906 - $80,507
1,939 Added 18.73%
12,292 $429,000
Q2 2022

Aug 15, 2022
BUY
$34.83 - $42.53 $13,862 - $16,926
398 Added 4.0%
10,353 $373,000
Q1 2022

May 16, 2022
BUY
$39.91 - $45.5 $397,304 - $452,952
9,955 New
9,955 $419,000

Others Institutions Holding SPSM

# of Institutions
974
Shares Held
201M
Call Options Held
64.8K
Put Options Held
5.94K
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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