Vertex Planning Partners, LLC Spdr Portfolio S&P 600 Small C Transaction History

Vertex Planning Partners, LLC

  • $361 Billion
  • Q1 2024

A detailed history of Vertex Planning Partners, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 11,304 shares of SPSM stock, worth $467,081. This represents 0.13% of its overall portfolio holdings.

Number of Shares
11,304
Previous 12,157 7.02%
Holding current value
$467,081
Previous $513 Million 5.13%
% of portfolio
0.13%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$39.85 - $43.04 $33,992 - $36,713
-853 Reduced 7.02%
11,304 $487 Million
Q4 2023

Feb 14, 2024
BUY
$34.3 - $42.83 $50,283 - $62,788
1,466 Added 13.71%
12,157 $513 Million
Q3 2023

Nov 14, 2023
SELL
$36.35 - $41.02 $5,089 - $5,742
-140 Reduced 1.29%
10,691 $394 Million
Q2 2023

Aug 14, 2023
BUY
$35.57 - $38.94 $158,499 - $173,516
4,456 Added 69.9%
10,831 $421 Million
Q1 2023

May 16, 2023
SELL
$36.04 - $42.08 $1,369 - $1,599
-38 Reduced 0.59%
6,375 $241 Million
Q4 2022

Feb 06, 2023
BUY
$36.34 - $39.85 $233,048 - $255,558
6,413 New
6,413 $237 Million

Others Institutions Holding SPSM

# of Institutions
804
Shares Held
185M
Call Options Held
91.7K
Put Options Held
2.7K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
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More about SPSM
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