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

Silver Oak Wealth Management LLC

  • $465 Billion
  • Q4 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 70,442 shares of SPSM stock, worth $2.9 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
70,442
Previous 70,240 0.29%
Holding current value
$2.9 Million
Previous $3.2 Billion 1.01%
% of portfolio
0.68%
Previous 0.72%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$44.33 - $49.55 $8,954 - $10,009
202 Added 0.29%
70,442 $3.16 Billion
Q3 2024

Nov 01, 2024
SELL
$41.02 - $46.01 $189,799 - $212,888
-4,627 Reduced 6.18%
70,240 $3.2 Billion
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
976
Shares Held
216M
Call Options Held
94.2K
Put Options Held
14.4K
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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