Milestone Asset Management, LLC Spdr Portfolio S&P 600 Small C Transaction History

Milestone Asset Management, LLC

  • $470 Billion
  • Q1 2025

A detailed history of Milestone Asset Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Milestone Asset Management, LLC holds 8,898 shares of SPSM stock, worth $361,258. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,898
Previous 13,659 34.86%
Holding current value
$361,258
Previous $614 Million 40.88%
% of portfolio
0.08%
Previous 0.14%

Shares

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

Apr 09, 2025
SELL
$40.03 - $46.81 $190,582 - $222,862
-4,761 Reduced 34.86%
8,898 $363 Million
Q4 2024

Jan 23, 2025
BUY
$44.33 - $49.55 $206,090 - $230,357
4,649 Added 51.6%
13,659 $614 Million
Q3 2024

Oct 25, 2024
BUY
$41.02 - $46.01 $369,590 - $414,550
9,010 New
9,010 $410 Million

Others Institutions Holding SPSM

# of Institutions
980
Shares Held
217M
Call Options Held
94.2K
Put Options Held
14.4K
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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