A detailed history of Wealth Management Resources, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 28,819 shares of SPSM stock, worth $1.28 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
28,819
Previous 28,311 1.79%
Holding current value
$1.28 Million
Previous $1.18 Million 11.57%
% of portfolio
0.52%
Previous 0.5%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$41.02 - $46.01 $20,838 - $23,373
508 Added 1.79%
28,819 $1.31 Million
Q2 2024

Jul 17, 2024

SELL
$39.75 - $43.15 $7,711 - $8,371
-194 Reduced 0.68%
28,311 $1.18 Million
Q1 2024

Apr 19, 2024

BUY
$39.85 - $43.04 $156,251 - $168,759
3,921 Added 15.95%
28,505 $1.23 Million
Q4 2023

Jan 19, 2024

BUY
$34.3 - $42.83 $229,535 - $286,618
6,692 Added 37.4%
24,584 $1.04 Million
Q3 2023

Oct 24, 2023

BUY
$36.35 - $41.02 $6,143 - $6,932
169 Added 0.95%
17,892 $660,000
Q2 2023

Jul 11, 2023

BUY
$35.57 - $38.94 $62,852 - $68,806
1,767 Added 11.07%
17,723 $688,000
Q1 2023

Apr 10, 2023

BUY
$36.04 - $42.08 $432 - $504
12 Added 0.08%
15,956 $602,000
Q4 2022

Jan 17, 2023

BUY
$34.79 - $39.85 $2,191 - $2,510
63 Added 0.4%
15,944 $0
Q3 2022

Oct 13, 2022

SELL
$33.99 - $41.52 $1,903 - $2,325
-56 Reduced 0.35%
15,881 $540,000
Q2 2022

Jul 22, 2022

BUY
$34.83 - $42.53 $4,527 - $5,528
130 Added 0.82%
15,937 $573,000
Q1 2022

Apr 20, 2022

BUY
$39.91 - $45.5 $3,711 - $4,231
93 Added 0.59%
15,807 $665,000
Q4 2021

Feb 10, 2022

BUY
$42.23 - $46.94 $663,602 - $737,615
15,714 New
15,714 $702,000

Others Institutions Holding SPSM

About SPDR PORTFOLIO S&P 600 SMALL C


  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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