Impact Partnership Wealth, LLC Spdr Portfolio S&P 600 Small C Transaction History

Impact Partnership Wealth, LLC

$495 Billion
Q4 2024

A detailed history of Impact Partnership Wealth, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 261,609 shares of SPSM stock, worth $9.87 Million. This represents 2.37% of its overall portfolio holdings.

Number of Shares

261,609

Previous 245,365 6.62%

Holding current value

$9.87 Million

Previous $11.2 Billion 5.24%

% of portfolio

2.37%

Previous 2.52%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$44.33 - $49.55 $720,096 - $804,890	16,244 Added 6.62%	261,609 $11.8 Billion
Q3 2024 Oct 22, 2024	BUY	$41.02 - $46.01 $3.2 Million - $3.59 Million	78,073 Added 46.67%	245,365 $11.2 Billion
Q2 2024 Aug 02, 2024	BUY	$39.75 - $43.15 $1.01 Million - $1.1 Million	25,397 Added 17.9%	167,292 $6.95 Billion
Q1 2024 May 13, 2024	SELL	$39.85 - $43.04 $209,531 - $226,304	-5,258 Reduced 3.57%	141,895 $6.11 Billion
Q4 2023 Feb 14, 2024	BUY	$34.3 - $42.83 $5.04 Million - $6.3 Million	147,067 Added 171008.14%	147,153 $6.21 Billion
Q3 2023 Oct 17, 2023	SELL	$36.35 - $41.02 $78,806 - $88,931	-2,168 Reduced 96.18%	86 $3.17 Million
Q2 2023 Jul 17, 2023	BUY	$35.57 - $38.94 $80,174 - $87,770	2,254 New	2,254 $87.5 Million

Others Institutions Holding SPSM

# of Institutions

976

Shares Held

218M

Call Options Held

94.2K

Put Options Held

14.4K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Impact Partnership Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Impact Partnership Wealth, LLC with notifications on news.

Account

Impact Partnership Wealth, LLC Spdr Portfolio S&P 600 Small C Transaction History