Strategic Financial Concepts, LLC Spdr Portfolio S&P 600 Small C Transaction History

Strategic Financial Concepts, LLC

  • $711 Billion
  • Q2 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 573,588 shares of SPSM stock, worth $24.8 Million. This represents 3.44% of its overall portfolio holdings.

Number of Shares
573,588
Previous 147,604 288.6%
Holding current value
$24.8 Million
Previous $6.02 Billion 306.14%
% of portfolio
3.44%
Previous 1.13%

Shares

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

Aug 05, 2025
BUY
$35.35 - $42.68 $15.1 Million - $18.2 Million
425,984 Added 288.6%
573,588 $24.4 Billion
Q1 2025

Apr 28, 2025
BUY
$40.03 - $46.81 $368,716 - $431,166
9,211 Added 6.66%
147,604 $6.02 Billion
Q4 2024

Jan 30, 2025
SELL
$44.33 - $49.55 $190 Million - $212 Million
-4,284,923 Reduced 96.87%
138,393 $6.22 Billion
Q4 2024

Jan 27, 2025
BUY
$44.33 - $49.55 $192 Million - $215 Million
4,336,359 Added 4986.79%
4,423,316 $6.22 Billion
Q3 2024

Nov 12, 2024
SELL
$41.02 - $46.01 $151 Million - $169 Million
-3,680,001 Reduced 97.69%
86,957 $3.96 Billion
Q2 2024

Aug 06, 2024
BUY
$39.75 - $43.15 $146 Million - $158 Million
3,661,948 Added 3487.24%
3,766,958 $1.81 Billion
Q1 2024

Apr 22, 2024
BUY
$39.85 - $43.04 $2.37 Million - $2.56 Million
59,437 Added 130.42%
105,010 $4.52 Billion
Q4 2023

Jan 18, 2024
BUY
$34.3 - $42.83 $518,787 - $647,803
15,125 Added 49.67%
45,573 $1.92 Billion
Q3 2023

Nov 07, 2023
BUY
$36.35 - $41.02 $663,169 - $748,368
18,244 Added 149.49%
30,448 $1.12 Billion
Q2 2023

Sep 06, 2023
BUY
$35.57 - $38.94 $434,096 - $475,223
12,204 New
12,204 $474 Million

Others Institutions Holding SPSM

# of Institutions
969
Shares Held
199M
Call Options Held
64.8K
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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