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

Stone Point Wealth LLC

  • $305 Million
  • Q3 2024

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 51,203 shares of SPSM stock, worth $2.33 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
51,203
Previous 47,786 7.15%
Holding current value
$2.33 Million
Previous $1.98 Million 17.44%
% of portfolio
0.76%
Previous 0.72%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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
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