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

Sfg Wealth Management, Llc.

$194 Million
Q1 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 16,241 shares of SPSM stock, worth $667,505. This represents 0.34% of its overall portfolio holdings.

Number of Shares

16,241

Previous 15,907 2.1%

Holding current value

$667,505

Previous $714,000 7.42%

% of portfolio

0.34%

Previous 0.39%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

967

Shares Held

201M

Call Options Held

64.8K

Put Options Held

5.94K

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About SPDR PORTFOLIO S&P 600 SMALL C

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