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

Trinity Point Wealth, LLC

  • $629 Million
  • Q2 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 6,494 shares of SPSM stock, worth $290,281. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,494
Previous 6,305 3.0%
Holding current value
$290,281
Previous $271,000 0.74%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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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