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

Oakwell Private Wealth Management, LLC

  • $348 Million
  • Q3 2024

A detailed history of Oakwell Private Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 7,911 shares of SPSM stock, worth $365,804. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,911
Previous 8,115 2.51%
Holding current value
$365,804
Previous $337,000 6.82%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Nov 04, 2024
SELL
$41.02 - $46.01 $8,368 - $9,386
-204 Reduced 2.51%
7,911 $360,000
Q2 2024

Aug 08, 2024
SELL
$39.75 - $43.15 $874 - $949
-22 Reduced 0.27%
8,115 $337,000
Q4 2023

Feb 05, 2024
SELL
$34.3 - $42.83 $10,495 - $13,105
-306 Reduced 3.62%
8,137 $343,000
Q2 2023

Jul 26, 2023
BUY
$35.57 - $38.94 $300,317 - $328,770
8,443 New
8,443 $327,000

Others Institutions Holding SPSM

# of Institutions
913
Shares Held
204M
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
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