Willner & Heller, LLC Spdr Portfolio S&P 600 Small C Transaction History

Willner & Heller, LLC

  • $109 Million
  • Q3 2024

A detailed history of Willner & Heller, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Willner & Heller, LLC holds 4,626 shares of SPSM stock, worth $224,869. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,626
Holding current value
$224,869
% of portfolio
0.19%

Shares

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

Oct 10, 2024
BUY
$41.02 - $46.01 $189,758 - $212,842
4,626 New
4,626 $210,000
Q2 2024

Jul 19, 2024
SELL
$39.75 - $43.15 $192,827 - $209,320
-4,851 Closed
0 $0
Q1 2024

Jul 19, 2024
BUY
$39.85 - $43.04 $677 - $731
17 Added 0.35%
4,851 $208,000
Q4 2023

Mar 06, 2024
BUY
$34.3 - $42.83 $165,806 - $207,040
4,834 New
4,834 $203,000

Others Institutions Holding SPSM

# of Institutions
889
Shares Held
197M
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 Willner & Heller, LLC Portfolio

Follow Willner & Heller, 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 Willner & Heller, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Willner & Heller, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email