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

Modern Wealth Management, LLC

  • $1.37 Trillion
  • Q2 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 258,577 shares of SPSM stock, worth $11.6 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
258,577
Previous 55,993 361.8%
Holding current value
$11.6 Million
Previous $2.38 Billion 351.69%
% of portfolio
0.79%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
844
Shares Held
191M
Call Options Held
62.3K
Put Options Held
1.4K
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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