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

Rkl Wealth Management LLC

  • $1.13 Billion
  • Q2 2025

A detailed history of Rkl Wealth Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Rkl Wealth Management LLC holds 477,974 shares of SPSM stock, worth $20.7 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares
477,974
Previous 411,535 16.14%
Holding current value
$20.7 Million
Previous $16.8 Million 21.38%
% of portfolio
1.8%
Previous 1.58%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$35.35 - $42.68 $2.35 Million - $2.84 Million
66,439 Added 16.14%
477,974 $20.4 Million
Q1 2025

Apr 25, 2025
BUY
$40.03 - $46.81 $10.4 Million - $12.2 Million
259,705 Added 171.05%
411,535 $16.8 Million
Q4 2024

Feb 06, 2025
BUY
$44.33 - $49.55 $5.73 Million - $6.4 Million
129,190 Added 570.63%
151,830 $6.82 Million
Q3 2024

Nov 01, 2024
BUY
$41.02 - $46.01 $928,692 - $1.04 Million
22,640 New
22,640 $1.03 Million

Others Institutions Holding SPSM

# of Institutions
976
Shares Held
201M
Call Options Held
64.8K
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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