A detailed history of Wealth Management Solutions, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 204,647 shares of SPSM stock, worth $9.92 Million. This represents 5.21% of its overall portfolio holdings.

Number of Shares
204,647
Previous 207,435 1.34%
Holding current value
$9.92 Million
Previous $8.06 Million 6.27%
% of portfolio
5.21%
Previous 5.29%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 25, 2023

SELL
$36.35 - $41.02 $101,343 - $114,363
-2,788 Reduced 1.34%
204,647 $7.55 Million
Q2 2023

Aug 03, 2023

SELL
$35.57 - $38.94 $886,582 - $970,579
-24,925 Reduced 10.73%
207,435 $8.06 Million
Q1 2023

May 05, 2023

BUY
$36.04 - $42.08 $1.08 Million - $1.26 Million
29,976 Added 14.81%
232,360 $8.78 Million
Q4 2022

Feb 09, 2023

BUY
$34.79 - $39.85 $244,051 - $279,547
7,015 Added 3.59%
202,384 $7.48 Million
Q3 2022

Nov 07, 2022

BUY
$33.99 - $41.52 $1.33 Million - $1.63 Million
39,203 Added 25.1%
195,369 $6.65 Million
Q2 2022

Aug 01, 2022

BUY
$34.83 - $42.53 $1.16 Million - $1.42 Million
33,282 Added 27.08%
156,166 $5.62 Million
Q1 2022

May 06, 2022

BUY
$39.91 - $45.5 $2.01 Million - $2.29 Million
50,317 Added 69.34%
122,884 $5.17 Million
Q4 2021

Feb 03, 2022

BUY
$42.23 - $46.94 $3.06 Million - $3.41 Million
72,567 New
72,567 $3.24 Million

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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