Sterling Group Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History

Sterling Group Wealth Management, LLC

  • $179 Million
  • Q2 2025

A detailed history of Sterling Group Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 8,936 shares of SPSM stock, worth $418,562. This represents 0.21% of its overall portfolio holdings.

Number of Shares
8,936
Previous 11,011 18.84%
Holding current value
$418,562
Previous $448,000 15.18%
% of portfolio
0.21%
Previous 0.24%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
SELL
$35.35 - $42.68 $73,351 - $88,561
-2,075 Reduced 18.84%
8,936 $380,000
Q1 2025

Apr 25, 2025
SELL
$40.03 - $46.81 $178,733 - $209,006
-4,465 Reduced 28.85%
11,011 $448,000
Q4 2024

Jan 17, 2025
SELL
$44.33 - $49.55 $163,311 - $182,542
-3,684 Reduced 19.23%
15,476 $695,000
Q3 2024

Oct 07, 2024
SELL
$41.02 - $46.01 $3.77 Million - $4.23 Million
-91,936 Reduced 82.75%
19,160 $871,000
Q2 2024

Jul 15, 2024
BUY
$39.75 - $43.15 $4.42 Million - $4.79 Million
111,096 New
111,096 $4.61 Million
Q4 2023

Jan 12, 2024
BUY
$34.3 - $42.83 $76,591 - $95,639
2,233 Added 2.05%
111,325 $4.7 Billion
Q3 2023

Oct 11, 2023
BUY
$36.35 - $41.02 $45,074 - $50,864
1,240 Added 1.15%
109,092 $4.03 Billion
Q2 2023

Jul 06, 2023
BUY
$35.57 - $38.94 $43,822 - $47,974
1,232 Added 1.16%
107,852 $4.19 Billion
Q1 2023

Apr 21, 2023
SELL
$36.04 - $42.08 $1.27 Million - $1.48 Million
-35,196 Reduced 24.82%
106,620 $4.03 Billion
Q4 2022

Feb 17, 2023
BUY
$34.79 - $39.85 $4.93 Million - $5.65 Million
141,816 New
141,816 $5.24 Billion

Others Institutions Holding SPSM

# of Institutions
969
Shares Held
199M
Call Options Held
51.7K
Put Options Held
1.2K
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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