Strategic Wealth Partners, Ltd. Spdr Portfolio S&P 600 Small C Transaction History

Strategic Wealth Partners, Ltd.

  • $1.03 Billion
  • Q4 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 118,509 shares of SPSM stock, worth $4.62 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
118,509
Previous 128,896 8.06%
Holding current value
$4.62 Million
Previous $5.87 Million 9.26%
% of portfolio
0.52%
Previous 0.62%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$44.33 - $49.55 $460,455 - $514,675
-10,387 Reduced 8.06%
118,509 $5.32 Million
Q3 2024

Oct 08, 2024
SELL
$41.02 - $46.01 $1,476 - $1,656
-36 Reduced 0.03%
128,896 $5.87 Million
Q2 2024

Oct 08, 2024
SELL
$39.75 - $43.15 $2,424 - $2,632
-61 Reduced 0.05%
128,932 $5.35 Million
Q1 2024

May 20, 2024
BUY
$39.85 - $43.04 $17,534 - $18,937
440 Added 0.34%
128,993 $5.55 Million
Q4 2023

May 20, 2024
BUY
$34.3 - $42.83 $33,202 - $41,459
968 Added 0.76%
128,553 $5.42 Million
Q3 2023

May 20, 2024
BUY
$36.35 - $41.02 $25,554 - $28,837
703 Added 0.55%
127,585 $4.71 Million
Q2 2023

May 20, 2024
BUY
$35.57 - $38.94 $4.51 Million - $4.94 Million
126,882 New
126,882 $4.93 Million
Q4 2018

Jan 24, 2019
SELL
N/A
-57,163 Closed
0 $0
Q3 2018

Dec 06, 2018
BUY
N/A
57,163 New
57,163 $1.9 Million
Q2 2018

Sep 04, 2018
SELL
N/A
-887 Closed
0 $0
Q1 2018

Jul 13, 2018
BUY
N/A
887 New
887 $27,000

Others Institutions Holding SPSM

# of Institutions
965
Shares Held
214M
Call Options Held
94.2K
Put Options Held
14.4K
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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