Welch & Forbes LLC Spdr Portfolio S&P 600 Small C Transaction History

Welch & Forbes LLC

$7.89 Billion
Q2 2025

A detailed history of Welch & Forbes LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Welch & Forbes LLC holds 7,485 shares of SPSM stock, worth $343,786. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,485

Previous 7,298 2.56%

Holding current value

$343,786

Previous $297,000 7.07%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$35.35 - $42.68 $6,610 - $7,981	187 Added 2.56%	7,485 $318,000
Q4 2024 Feb 06, 2025	BUY	$44.33 - $49.55 $7,802 - $8,720	176 Added 2.47%	7,298 $327,000
Q2 2024 Aug 01, 2024	SELL	$39.75 - $43.15 $119 - $129	-3 Reduced 0.04%	7,122 $295,000
Q1 2024 May 02, 2024	SELL	$39.85 - $43.04 $53,120 - $57,372	-1,333 Reduced 15.76%	7,125 $306,000
Q4 2023 Feb 06, 2024	SELL	$34.3 - $42.83 $3,978 - $4,968	-116 Reduced 1.35%	8,458 $356,000
Q3 2023 Nov 02, 2023	SELL	$36.35 - $41.02 $93,528 - $105,544	-2,573 Reduced 23.08%	8,574 $316,000
Q2 2023 Jul 28, 2023	BUY	$35.57 - $38.94 $396,498 - $434,064	11,147 New	11,147 $432,000

Others Institutions Holding SPSM

# of Institutions

973

Shares Held

199M

Call Options Held

51.7K

Put Options Held

1.2K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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