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

National Wealth Management Group, LLC

  • $131 Billion
  • Q2 2024

A detailed history of National Wealth Management Group, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, National Wealth Management Group, LLC holds 5,780 shares of SPSM stock, worth $256,863. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,780
Previous 7,732 25.25%
Holding current value
$256,863
Previous $333 Million 27.87%
% of portfolio
0.18%
Previous 0.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$39.75 - $43.15 $77,592 - $84,228
-1,952 Reduced 25.25%
5,780 $240 Million
Q1 2024

May 17, 2024
BUY
$39.85 - $43.04 $3,068 - $3,314
77 Added 1.01%
7,732 $333 Million
Q4 2023

Feb 01, 2024
SELL
$34.3 - $42.83 $15,229 - $19,016
-444 Reduced 5.48%
7,655 $323 Million
Q3 2023

Nov 13, 2023
SELL
$36.35 - $41.02 $8,251 - $9,311
-227 Reduced 2.73%
8,099 $299 Million
Q2 2023

Aug 09, 2023
BUY
$35.57 - $38.94 $296,155 - $324,214
8,326 New
8,326 $333 Million

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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