Spartan Planning & Wealth Management Spdr Portfolio S&P 600 Small C Transaction History

Spartan Planning & Wealth Management

  • $89.6 Million
  • Q4 2023

A detailed history of Spartan Planning & Wealth Management transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 3,479 shares of SPSM stock, worth $143,752. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,479
Previous 1,085 220.65%
Holding current value
$143,752
Previous $40,000 265.0%
% of portfolio
0.16%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 12, 2024
BUY
$34.3 - $42.83 $82,114 - $102,535
2,394 Added 220.65%
3,479 $146,000
Q3 2023

Nov 17, 2023
SELL
$36.35 - $41.02 $12,031 - $13,577
-331 Reduced 23.38%
1,085 $40,000
Q4 2022

Feb 01, 2023
SELL
$36.34 - $39.85 $5,051 - $5,539
-139 Reduced 8.94%
1,416 $52,000
Q3 2022

Nov 01, 2022
SELL
N/A
-14 Reduced 0.89%
1,555 $53,000
Q2 2022

Aug 10, 2022
BUY
N/A
15 Added 0.97%
1,569 $56,000
Q1 2022

May 16, 2022
BUY
N/A
1,554 New
1,554 $0

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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