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

Welch & Forbes LLC

  • $7.73 Billion
  • Q3 2024

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 7,122 shares of SPSM stock, worth $323,979. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,122
Previous 7,122 -0.0%
Holding current value
$323,979
Previous $295,000 9.83%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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
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