Sterling Wealth Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Sterling Wealth Management, Inc.

$271 Billion
Q4 2024

A detailed history of Sterling Wealth Management, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 7,975 shares of SPSM stock, worth $347,949. This represents 0.13% of its overall portfolio holdings.

Number of Shares

7,975

Previous 7,975 -0.0%

Holding current value

$347,949

Previous $363 Million 1.3%

% of portfolio

0.13%

Previous 0.14%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$41.02 - $46.01 $37,738 - $42,329	-920 Reduced 10.34%	7,975 $363 Million
Q2 2024 Aug 14, 2024	SELL	$39.75 - $43.15 $18,404 - $19,978	-463 Reduced 4.95%	8,895 $369 Million
Q1 2024 May 15, 2024	SELL	$39.85 - $43.04 $109,786 - $118,575	-2,755 Reduced 22.74%	9,358 $403 Million
Q4 2023 Feb 14, 2024	BUY	$34.3 - $42.83 $415,475 - $518,799	12,113 New	12,113 $511 Million

Others Institutions Holding SPSM

# of Institutions

973

Shares Held

216M

Call Options Held

94.2K

Put Options Held

14.4K

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About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Sterling Wealth Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History