Seaside Wealth Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Seaside Wealth Management, Inc.

$234 Million
Q1 2024

A detailed history of Seaside Wealth Management, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 20,354 shares of SPSM stock, worth $841,027. This represents 0.37% of its overall portfolio holdings.

Number of Shares

20,354

Previous 20,422 0.33%

Holding current value

$841,027

Previous $861,000 1.74%

% of portfolio

0.37%

Previous 0.39%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$39.85 - $43.04 $2,709 - $2,926	-68 Reduced 0.33%	20,354 $876,000
Q4 2023 Jan 23, 2024	SELL	$34.3 - $42.83 $72,990 - $91,142	-2,128 Reduced 9.44%	20,422 $861,000
Q3 2023 Oct 13, 2023	BUY	$36.35 - $41.02 $18,065 - $20,386	497 Added 2.25%	22,550 $832,000
Q2 2023 Jul 17, 2023	SELL	$35.57 - $38.94 $2,703 - $2,959	-76 Reduced 0.34%	22,053 $856,000
Q1 2023 May 09, 2023	SELL	$36.04 - $42.08 $17,443 - $20,366	-484 Reduced 2.14%	22,129 $835,000

Q4 2022 Feb 09, 2023	SELL	$36.34 - $39.85 $7,558 - $8,288	-208 Reduced 0.91%	22,613 $836,000
Q3 2022 Nov 09, 2022	SELL	N/A	-1,009 Reduced 4.23%	22,821 $872,000
Q2 2022 Aug 30, 2022	BUY	N/A	23,830 New	23,830 $946,000

Others Institutions Holding SPSM

# of Institutions

802

Shares Held

185M

Call Options Held

91.7K

Put Options Held

2.7K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Seaside Wealth Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History