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 $228,624. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,196
Previous 6,266 17.08%
Holding current value
$228,624
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
973
Shares Held
201M
Call Options Held
64.8K
Put Options Held
5.94K
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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