Stone Point Wealth LLC Spdr Portfolio S&P 600 Small C Transaction History

Stone Point Wealth LLC

$318 Million
Q2 2025

A detailed history of Stone Point Wealth LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Stone Point Wealth LLC holds 54,755 shares of SPSM stock, worth $2.55 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

54,755

Previous 51,132 7.09%

Holding current value

$2.55 Million

Previous $2.08 Million 11.9%

% of portfolio

0.73%

Previous 0.72%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$35.35 - $42.68 $128,073 - $154,629	3,623 Added 7.09%	54,755 $2.33 Million
Q1 2025 Apr 24, 2025	BUY	$40.03 - $46.81 $8,086 - $9,455	202 Added 0.4%	51,132 $2.08 Million
Q4 2024 Jan 28, 2025	SELL	$44.33 - $49.55 $12,102 - $13,527	-273 Reduced 0.53%	50,930 $2.29 Million
Q3 2024 Oct 31, 2024	BUY	$41.02 - $46.01 $140,165 - $157,216	3,417 Added 7.15%	51,203 $2.33 Million
Q2 2024 Jul 30, 2024	BUY	$39.75 - $43.15 $69,840 - $75,814	1,757 Added 3.82%	47,786 $1.98 Million
Q1 2024 May 01, 2024	BUY	$39.85 - $43.04 $167,210 - $180,595	4,196 Added 10.03%	46,029 $1.98 Million
Q4 2023 Jan 26, 2024	BUY	$34.3 - $42.83 $189,198 - $236,250	5,516 Added 15.19%	41,833 $1.76 Million
Q3 2023 Oct 25, 2023	BUY	$36.35 - $41.02 $115,483 - $130,320	3,177 Added 9.59%	36,317 $1.34 Million
Q2 2023 Jul 25, 2023	BUY	$35.57 - $38.94 $89,992 - $98,518	2,530 Added 8.27%	33,140 $1.29 Million
Q1 2023 Apr 20, 2023	BUY	$36.04 - $42.08 $104,191 - $121,653	2,891 Added 10.43%	30,610 $1.16 Million
Q4 2022 Jan 20, 2023	BUY	$34.79 - $39.85 $24,492 - $28,054	704 Added 2.61%	27,719 $0
Q3 2022 Nov 03, 2022	BUY	$33.99 - $41.52 $49,829 - $60,868	1,466 Added 5.74%	27,015 $921,000
Q2 2022 Jul 19, 2022	BUY	$34.83 - $42.53 $148,131 - $180,880	4,253 Added 19.97%	25,549 $919,000
Q1 2022 Apr 29, 2022	BUY	$39.91 - $45.5 $98,617 - $112,430	2,471 Added 13.13%	21,296 $903,000
Q4 2021 Feb 10, 2022	BUY	$42.23 - $46.94 $794,979 - $883,645	18,825 New	18,825 $838,000

Others Institutions Holding SPSM

# of Institutions

968

Shares Held

199M

Call Options Held

51.7K

Put Options Held

1.2K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone Point Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Point Wealth LLC with notifications on news.

Account

Stone Point Wealth LLC Spdr Portfolio S&P 600 Small C Transaction History