Simplicity Wealth,Llc Spdr Portfolio S&P 600 Small C Transaction History

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Simplicity Wealth,Llc holds 4,961 shares of SPSM stock, worth $218,730. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,961
Holding current value
$218,730
% of portfolio
0.05%

Shares

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

Feb 07, 2025
BUY
$44.33 - $49.55 $219,921 - $245,817
4,961 New
4,961 $222,000
Q2 2024

Jul 10, 2024
BUY
$39.75 - $43.15 $14,230 - $15,447
358 Added 7.48%
5,147 $213,000
Q1 2024

Apr 24, 2024
BUY
$39.85 - $43.04 $190,841 - $206,118
4,789 New
4,789 $206,000
Q3 2022

Oct 12, 2022
BUY
$33.99 - $41.52 $883 - $1,079
26 Added 0.35%
7,356 $251,000
Q2 2022

Jul 19, 2022
SELL
$34.83 - $42.53 $166,731 - $203,591
-4,787 Reduced 39.51%
7,330 $264,000
Q1 2022

May 20, 2022
SELL
$39.91 - $45.5 $199,470 - $227,409
-4,998 Reduced 29.2%
12,117 $510,000
Q4 2021

Feb 25, 2022
BUY
$42.23 - $46.94 $722,766 - $803,378
17,115 New
17,115 $765,000

Others Institutions Holding SPSM

# of Institutions
969
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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