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
966
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
Track This Portfolio

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email