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

Reston Wealth Management LLC

$275 Million
Q3 2024

A detailed history of Reston Wealth Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Reston Wealth Management LLC holds 2,925 shares of SPSM stock, worth $142,184. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,925

Holding current value

$142,184

% of portfolio

0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$41.02 - $46.01 $119,983 - $134,579	2,925 New	2,925 $133,000
Q1 2024 May 09, 2024	BUY	$39.85 - $43.04 $204,032 - $220,364	5,120 New	5,120 $220,000
Q3 2023 Oct 20, 2023	SELL	$36.35 - $41.02 $172,189 - $194,311	-4,737 Reduced 40.78%	6,878 $253,000
Q2 2023 Aug 07, 2023	BUY	$35.57 - $38.94 $182,474 - $199,762	5,130 Added 79.11%	11,615 $451,000
Q1 2023 May 08, 2023	BUY	$36.04 - $42.08 $5,982 - $6,985	166 Added 2.63%	6,485 $244,000
Q4 2022 Feb 14, 2023	SELL	$34.79 - $39.85 $747,289 - $855,978	-21,480 Reduced 77.27%	6,319 $233,000
Q3 2022 Nov 14, 2022	BUY	$33.99 - $41.52 $9,789 - $11,957	288 Added 1.05%	27,799 $947,000
Q2 2022 Jul 28, 2022	BUY	$34.83 - $42.53 $958,208 - $1.17 Million	27,511 New	27,511 $990,000

Others Institutions Holding SPSM

# of Institutions

891

Shares Held

198M

Call Options Held

39.5K

Put Options Held

5.8K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Reston Wealth Management LLC Spdr Portfolio S&P 600 Small C Transaction History