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

Silver Oak Wealth Management LLC

  • $416 Billion
  • Q2 2024

A detailed history of Silver Oak Wealth Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 74,867 shares of SPSM stock, worth $3.28 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
74,867
Previous 74,838 0.04%
Holding current value
$3.28 Million
Previous $3.22 Billion 3.47%
% of portfolio
0.75%
Previous 0.8%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$39.75 - $43.15 $1,152 - $1,251
29 Added 0.04%
74,867 $3.11 Billion
Q1 2024

May 07, 2024
BUY
$39.85 - $43.04 $757 - $817
19 Added 0.03%
74,838 $3.22 Billion
Q4 2023

Feb 14, 2024
BUY
$34.3 - $42.83 $2.57 Million - $3.2 Million
74,819 New
74,819 $3.16 Billion

Others Institutions Holding SPSM

# of Institutions
844
Shares Held
191M
Call Options Held
62.3K
Put Options Held
1.4K
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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