Wealth Management Resources, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Wealth Management Resources, Inc.

$250 Million
Q3 2024

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 $1.36 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

28,819

Previous 28,311 1.79%

Holding current value

$1.36 Million

Previous $1.18 Million 11.57%

% of portfolio

0.52%

Previous 0.5%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

889

Shares Held

197M

Call Options Held

39.5K

Put Options Held

5.8K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Wealth Management Resources, Inc. Spdr Portfolio S&P 600 Small C Transaction History