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

Wealth Shield Partners, LLC

  • $721 Million
  • Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 913 shares of SPSM stock, worth $41,532. This represents 0.01% of its overall portfolio holdings.

Number of Shares
913
Previous 911 0.22%
Holding current value
$41,532
Previous $37,000 10.81%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2024
BUY
$41.02 - $46.01 $82 - $92
2 Added 0.22%
913 $41,000
Q2 2024

Jul 26, 2024
SELL
$39.75 - $43.15 $55,888 - $60,668
-1,406 Reduced 60.68%
911 $37,000
Q1 2024

Apr 29, 2024
BUY
$39.85 - $43.04 $46,504 - $50,227
1,167 Added 101.48%
2,317 $99,000
Q4 2023

Jan 23, 2024
BUY
$34.3 - $42.83 $171 - $214
5 Added 0.44%
1,150 $48,000
Q3 2023

Oct 25, 2023
SELL
$36.35 - $41.02 $7,233 - $8,162
-199 Reduced 14.81%
1,145 $42,000
Q2 2023

Aug 03, 2023
BUY
$35.57 - $38.94 $106 - $116
3 Added 0.22%
1,344 $52,000
Q1 2023

May 08, 2023
BUY
$36.04 - $42.08 $48,329 - $56,429
1,341 New
1,341 $50,000
Q3 2021

Nov 12, 2021
SELL
$40.71 - $44.23 $95,953 - $104,250
-2,357 Closed
0 $0
Q2 2021

Aug 06, 2021
BUY
$41.43 - $45.3 $4,764 - $5,209
115 Added 5.13%
2,357 $104,000
Q1 2021

May 17, 2021
BUY
$35.43 - $44.75 $79,434 - $100,329
2,242 New
2,242 $95,000
Q4 2020

Feb 16, 2021
SELL
$27.77 - $35.98 $75,367 - $97,649
-2,714 Closed
0 $0
Q3 2020

Oct 30, 2020
BUY
$25.57 - $29.57 $5,574 - $6,446
218 Added 8.73%
2,714 $74,000
Q2 2020

Aug 13, 2020
SELL
$19.87 - $29.39 $11,862 - $17,545
-597 Reduced 19.3%
2,496 $66,000
Q1 2020

May 12, 2020
SELL
$18.96 - $33.37 $34,260 - $60,299
-1,807 Reduced 36.88%
3,093 $68,000
Q4 2019

Feb 13, 2020
SELL
$28.98 - $32.81 $19,706 - $22,310
-680 Reduced 12.19%
4,900 $160,000
Q3 2019

Nov 13, 2019
BUY
$29.9 - $31.15 $53,580 - $55,820
1,792 Added 47.31%
5,580 $167,000
Q2 2019

Aug 12, 2019
SELL
N/A
-1,113 Reduced 22.71%
3,788 $116,000
Q1 2019

May 14, 2019
BUY
N/A
26 Added 0.53%
4,901 $148,000
Q4 2018

Feb 14, 2019
BUY
N/A
1,178 Added 31.86%
4,875 $129,000
Q3 2018

Nov 05, 2018
BUY
N/A
1,372 Added 59.01%
3,697 $123,000
Q2 2018

Aug 02, 2018
BUY
N/A
2,055 Added 761.11%
2,325 $75,000
Q1 2018

May 11, 2018
SELL
N/A
-63 Reduced 18.92%
270 $8,000
Q4 2017

Apr 18, 2018
BUY
N/A
333
333 $10,000

Others Institutions Holding SPSM

# of Institutions
892
Shares Held
198M
Call Options Held
39.5K
Put Options Held
5.8K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
Track This Portfolio

Track Wealth Shield Partners, LLC Portfolio

Follow Wealth Shield Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email