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 $158,259. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,479
Previous 1,085 220.65%
Holding current value
$158,259
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
$34.79 - $39.85 $4,835 - $5,539
-139 Reduced 8.94%
1,416 $52,000
Q3 2022

Nov 01, 2022
SELL
$33.99 - $41.52 $475 - $581
-14 Reduced 0.89%
1,555 $53,000
Q2 2022

Aug 10, 2022
BUY
$34.83 - $42.53 $522 - $637
15 Added 0.97%
1,569 $56,000
Q1 2022

May 16, 2022
BUY
$39.91 - $45.5 $62,020 - $70,707
1,554 New
1,554 $0

Others Institutions Holding SPSM

# of Institutions
892
Shares Held
198M
Call Options Held
39.5K
Put Options Held
5.8K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
Track This Portfolio

Track Spartan Planning & Wealth Management Portfolio

Follow Spartan Planning & Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spartan Planning & Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spartan Planning & Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email