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

Trinity Point Wealth, LLC

  • $689 Million
  • Q4 2024

A detailed history of Trinity Point Wealth, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 5,196 shares of SPSM stock, worth $238,652. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,196
Previous 6,266 17.08%
Holding current value
$238,652
Previous $285,000 18.25%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Feb 14, 2025
SELL
$44.33 - $49.55 $47,433 - $53,018
-1,070 Reduced 17.08%
5,196 $233,000
Q3 2024

Nov 07, 2024
SELL
$41.02 - $46.01 $9,352 - $10,490
-228 Reduced 3.51%
6,266 $285,000
Q2 2024

Jul 30, 2024
BUY
$39.75 - $43.15 $7,512 - $8,155
189 Added 3.0%
6,494 $269,000
Q1 2024

May 08, 2024
SELL
$39.85 - $43.04 $14,864 - $16,053
-373 Reduced 5.59%
6,305 $271,000
Q4 2023

Feb 08, 2024
SELL
$34.3 - $42.83 $9,192 - $11,478
-268 Reduced 3.86%
6,678 $281,000
Q3 2023

Nov 08, 2023
BUY
$36.35 - $41.02 $252,487 - $284,924
6,946 New
6,946 $256,000

Others Institutions Holding SPSM

# of Institutions
982
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 Trinity Point Wealth, LLC Portfolio

Follow Trinity Point Wealth, 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 Trinity Point Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Point Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email