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

Sfg Wealth Management, Llc.

  • $163 Million
  • Q1 2024

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 13,728 shares of SPSM stock, worth $563,808. This represents 0.36% of its overall portfolio holdings.

Number of Shares
13,728
Previous 12,436 10.39%
Holding current value
$563,808
Previous $524,000 12.6%
% of portfolio
0.36%
Previous 0.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
804
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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