Harvest Group Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History

Harvest Group Wealth Management, LLC

  • $154 Million
  • Q1 2023

A detailed history of Harvest Group Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 194,090 shares of SPSM stock, worth $8.84 Million. This represents 4.77% of its overall portfolio holdings.

Number of Shares
194,090
Previous 200,736 3.31%
Holding current value
$8.84 Million
Previous $7.42 Million 1.23%
% of portfolio
4.77%
Previous 5.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 28, 2023
SELL
$36.04 - $42.08 $239,521 - $279,663
-6,646 Reduced 3.31%
194,090 $7.33 Million
Q4 2022

Jan 27, 2023
BUY
$34.79 - $39.85 $215,280 - $246,591
6,188 Added 3.18%
200,736 $7.42 Million
Q3 2022

Nov 08, 2022
BUY
$33.99 - $41.52 $206,659 - $252,441
6,080 Added 3.23%
194,548 $7.01 Million
Q2 2022

Aug 04, 2022
SELL
$34.83 - $42.53 $748,984 - $914,565
-21,504 Reduced 10.24%
188,468 $7.4 Million
Q1 2022

Apr 21, 2022
BUY
$39.91 - $45.5 $8.38 Million - $9.55 Million
209,972 New
209,972 $8.83 Million

Others Institutions Holding SPSM

# of Institutions
1,007
Shares Held
206M
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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