Modern Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

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 $12 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
259,041
Previous 258,577 0.18%
Holding current value
$12 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

# of Institutions
910
Shares Held
203M
Call Options Held
39.5K
Put Options Held
5.8K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email