Wealth Plan Partners, LLC Spdr Portfolio S&P 600 Small C Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 7,233 shares of SPSM stock, worth $304,436. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,233

Previous 8,521 15.12%

Holding current value

$304,436

Previous $388 Million 16.22%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$44.33 - $49.55 $57,097 - $63,820	-1,288 Reduced 15.12%	7,233 $325 Million
Q3 2024 Nov 05, 2024	BUY	$41.02 - $46.01 $67,518 - $75,732	1,646 Added 23.94%	8,521 $388 Million
Q2 2024 Aug 09, 2024	SELL	$39.75 - $43.15 $76,479 - $83,020	-1,924 Reduced 21.87%	6,875 $286 Million
Q1 2024 May 07, 2024	BUY	$39.85 - $43.04 $109,627 - $118,403	2,751 Added 45.49%	8,799 $379 Million
Q4 2023 Jan 05, 2024	BUY	$34.3 - $42.83 $207,446 - $259,035	6,048 New	6,048 $255 Million
Q2 2023 Jul 31, 2023	SELL	$35.57 - $38.94 $6,082 - $6,658	-171 Reduced 39.95%	257 $9.98 Million
Q1 2023 May 10, 2023	BUY	$36.04 - $42.08 $15,425 - $18,010	428 New	428 $16.2 Million
Q4 2019 Feb 14, 2020	SELL	$28.98 - $32.81 $267,891 - $303,295	-9,244 Closed	0 $0
Q3 2019 Nov 15, 2019	BUY	$29.9 - $31.15 $276,395 - $287,950	9,244 New	9,244 $289,000

Others Institutions Holding SPSM

# of Institutions

976

Shares Held

216M

Call Options Held

94.2K

Put Options Held

14.4K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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Wealth Plan Partners, LLC Spdr Portfolio S&P 600 Small C Transaction History