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

Reston Wealth Management LLC

  • $246 Million
  • Q1 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 5,120 shares of SPSM stock, worth $210,278. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,120
Holding current value
$210,278
% of portfolio
0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$36.34 - $39.85 $780,583 - $855,978
-21,480 Reduced 77.27%
6,319 $233,000
Q3 2022

Nov 14, 2022
BUY
N/A
288 Added 1.05%
27,799 $947,000
Q2 2022

Jul 28, 2022
BUY
N/A
27,511 New
27,511 $990,000

Others Institutions Holding SPSM

# of Institutions
803
Shares Held
185M
Call Options Held
91.7K
Put Options Held
2.7K
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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