Taylor & Morgan Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History

Taylor & Morgan Wealth Management, LLC

  • $139 Million
  • Q2 2024

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 281,021 shares of SPSM stock, worth $12.6 Million. This represents 8.37% of its overall portfolio holdings.

Number of Shares
281,021
Previous 276,884 1.49%
Holding current value
$12.6 Million
Previous $11.9 Million 2.07%
% of portfolio
8.37%
Previous 8.83%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
BUY
$39.75 - $43.15 $164,445 - $178,511
4,137 Added 1.49%
281,021 $11.7 Million
Q1 2024

Apr 15, 2024
BUY
$39.85 - $43.04 $309,754 - $334,549
7,773 Added 2.89%
276,884 $11.9 Million
Q4 2023

Jan 10, 2024
SELL
$34.3 - $42.83 $127,355 - $159,027
-3,713 Reduced 1.36%
269,111 $11.4 Million
Q3 2023

Oct 05, 2023
SELL
$36.35 - $41.02 $205,086 - $231,434
-5,642 Reduced 2.03%
272,824 $10.1 Million
Q2 2023

Jul 13, 2023
BUY
$35.57 - $38.94 $9.91 Million - $10.8 Million
278,466 New
278,466 $10.8 Million

Others Institutions Holding SPSM

# of Institutions
844
Shares Held
191M
Call Options Held
62.3K
Put Options Held
1.4K
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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