A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Modern Wealth Management, LLC holds 259,041 shares of SPSM stock, worth $11.7 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
259,041
Previous 258,577 0.18%
Holding current value
$11.7 Million
Previous $10.7 Billion 9.78%
% of portfolio
0.72%
Previous 0.79%

Shares

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

Nov 05, 2024

BUY
$41.02 - $46.01 $19,033 - $21,348
464 Added 0.18%
259,041 $11.8 Billion
Q2 2024

Aug 07, 2024

BUY
$39.75 - $43.15 $8.05 Million - $8.74 Million
202,584 Added 361.8%
258,577 $10.7 Billion
Q1 2024

May 13, 2024

SELL
$39.85 - $43.04 $109,388 - $118,144
-2,745 Reduced 4.67%
55,993 $2.38 Billion
Q4 2023

Feb 14, 2024

BUY
$34.3 - $42.83 $2.01 Million - $2.52 Million
58,738 New
58,738 $2.48 Billion

Others Institutions Holding SPSM

About SPDR PORTFOLIO S&P 600 SMALL C


  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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