Cypress Financial Planning LLC Spdr Portfolio S&P 600 Small C Transaction History

Cypress Financial Planning LLC

  • $343 Million
  • Q4 2025

A detailed history of Cypress Financial Planning LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Cypress Financial Planning LLC holds 5,119 shares of SPSM stock, worth $233,221. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,119
Previous 5,245 2.4%
Holding current value
$233,221
Previous $242,000 3.72%
% of portfolio
0.07%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
SELL
$44.53 - $47.25 $5,610 - $5,953
-126 Reduced 2.4%
5,119 $233,000
Q3 2025

Oct 09, 2025
BUY
$42.26 - $47.16 $1,394 - $1,556
33 Added 0.63%
5,245 $242,000
Q2 2025

Jul 10, 2025
BUY
$35.35 - $42.68 $184,244 - $222,448
5,212 New
5,212 $222,000
Q3 2024

Oct 07, 2024
BUY
$41.02 - $46.01 $187,338 - $210,127
4,567 New
4,567 $207,000

Others Institutions Holding SPSM

# of Institutions
1,015
Shares Held
205M
Call Options Held
47K
Put Options Held
1.2K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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