Precedent Wealth Partners, LLC Spdr Portfolio S&P 600 Small C Transaction History

Precedent Wealth Partners, LLC

$454 Billion
Q3 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 9,798 shares of SPSM stock, worth $450,022. This represents 0.1% of its overall portfolio holdings.

Number of Shares

9,798

Previous 11,708 16.31%

Holding current value

$450,022

Previous $499 Million 9.01%

% of portfolio

0.1%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$42.26 - $47.16 $80,716 - $90,075	-1,910 Reduced 16.31%	9,798 $454 Million
Q2 2025 Jul 21, 2025	SELL	$35.35 - $42.68 $232,779 - $281,047	-6,585 Reduced 36.0%	11,708 $499 Million
Q1 2025 Apr 17, 2025	SELL	$40.03 - $46.81 $399,259 - $466,882	-9,974 Reduced 35.28%	18,293 $746 Million
Q4 2024 Jan 21, 2025	SELL	$44.33 - $49.55 $1.68 Million - $1.88 Million	-37,873 Reduced 57.26%	28,267 $1.27 Billion
Q3 2024 Oct 17, 2024	BUY	$41.02 - $46.01 $1.39 Million - $1.56 Million	33,913 Added 105.23%	66,140 $3.01 Billion
Q2 2024 Jul 23, 2024	BUY	$39.75 - $43.15 $507,806 - $551,241	12,775 Added 65.67%	32,227 $1.34 Billion
Q1 2024 Apr 23, 2024	BUY	$39.85 - $43.04 $283,492 - $306,186	7,114 Added 57.66%	19,452 $837 Million
Q4 2023 Jan 18, 2024	BUY	$34.3 - $42.83 $423,193 - $528,436	12,338 New	12,338 $520 Million

Others Institutions Holding SPSM

# of Institutions

983

Shares Held

199M

Call Options Held

51.7K

Put Options Held

1.2K

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About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Precedent Wealth Partners, LLC Spdr Portfolio S&P 600 Small C Transaction History