Sfg Wealth Management, Llc. Spdr Portfolio S&P 600 Small C Transaction History

Sfg Wealth Management, Llc.

  • $165 Million
  • Q2 2025

A detailed history of Sfg Wealth Management, Llc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 18,513 shares of SPSM stock, worth $850,302. This represents 0.48% of its overall portfolio holdings.

Number of Shares
18,513
Previous 16,241 13.99%
Holding current value
$850,302
Previous $661,000 19.21%
% of portfolio
0.48%
Previous 0.34%

Shares

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

Jul 28, 2025
BUY
$35.35 - $42.68 $80,315 - $96,968
2,272 Added 13.99%
18,513 $788,000
Q1 2025

Apr 23, 2025
BUY
$40.03 - $46.81 $13,370 - $15,634
334 Added 2.1%
16,241 $661,000
Q4 2024

Jan 16, 2025
BUY
$44.33 - $49.55 $57,894 - $64,712
1,306 Added 8.94%
15,907 $714,000
Q3 2024

Oct 31, 2024
BUY
$41.02 - $46.01 $10,337 - $11,594
252 Added 1.76%
14,601 $664,000
Q2 2024

Jul 19, 2024
BUY
$39.75 - $43.15 $24,684 - $26,796
621 Added 4.52%
14,349 $595,000
Q1 2024

Apr 26, 2024
BUY
$39.85 - $43.04 $51,486 - $55,607
1,292 Added 10.39%
13,728 $590,000
Q4 2023

Jan 19, 2024
SELL
$34.3 - $42.83 $10,015 - $12,506
-292 Reduced 2.29%
12,436 $524,000
Q3 2023

Oct 19, 2023
BUY
$36.35 - $41.02 $80,733 - $91,105
2,221 Added 21.14%
12,728 $469,000
Q2 2023

Jul 14, 2023
BUY
$35.57 - $38.94 $95,861 - $104,943
2,695 Added 34.5%
10,507 $408,000
Q1 2023

Apr 11, 2023
BUY
$36.04 - $42.08 $281,544 - $328,728
7,812 New
7,812 $295,000

Others Institutions Holding SPSM

# of Institutions
982
Shares Held
199M
Call Options Held
51.7K
Put Options Held
1.2K
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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