Marshall & Sterling Wealth Advisors Inc. Spdr Portfolio S&P 600 Small C Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 1,648 shares of SPSM stock, worth $75,082. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,648
Previous 1,121 47.01%
Holding current value
$75,082
Previous $47.8 Million 59.84%
% of portfolio
0.05%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$42.26 - $47.16 $22,271 - $24,853
527 Added 47.01%
1,648 $76.3 Million
Q2 2025

Aug 12, 2025
BUY
$35.35 - $42.68 $12,726 - $15,364
360 Added 47.31%
1,121 $47.8 Million
Q1 2025

May 15, 2025
BUY
$40.03 - $46.81 $30,462 - $35,622
761 New
761 $31 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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