Pensionmark Financial Group, LLC Spdr Portfolio S&P 600 Small C Transaction History

Pensionmark Financial Group, LLC

  • $3.09 Billion
  • Q3 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 21,721 shares of SPSM stock, worth $982,875. This represents 0.03% of its overall portfolio holdings.

Number of Shares
21,721
Previous 52,923 58.96%
Holding current value
$982,875
Previous $2.41 Million 58.97%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Nov 25, 2024
SELL
$41.02 - $46.01 $1.28 Million - $1.44 Million
-31,202 Reduced 58.96%
21,721 $988,000
Q3 2024

Nov 14, 2024
BUY
$41.02 - $46.01 $1.34 Million - $1.51 Million
32,769 Added 162.59%
52,923 $2.41 Million
Q2 2024

Aug 14, 2024
BUY
$39.75 - $43.15 $205,189 - $222,740
5,162 Added 34.43%
20,154 $836,000
Q1 2024

May 15, 2024
SELL
$39.85 - $43.04 $28,213 - $30,472
-708 Reduced 4.51%
14,992 $645,000
Q4 2023

Feb 14, 2024
BUY
$34.3 - $42.83 $538,510 - $672,431
15,700 New
15,700 $662,000

Others Institutions Holding SPSM

# of Institutions
892
Shares Held
198M
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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