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

Merriman Wealth Management, LLC

  • $2.36 Billion
  • Q3 2024

A detailed history of Merriman Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 117,885 shares of SPSM stock, worth $5.45 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
117,885
Previous 122,097 3.45%
Holding current value
$5.45 Million
Previous $5.07 Million 5.8%
% of portfolio
0.23%
Previous 0.23%

Shares

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

Nov 12, 2024
SELL
$41.02 - $46.01 $172,776 - $193,794
-4,212 Reduced 3.45%
117,885 $5.36 Million
Q2 2024

Aug 13, 2024
BUY
$39.75 - $43.15 $4.85 Million - $5.27 Million
122,097 New
122,097 $5.07 Million
Q4 2022

Feb 13, 2023
BUY
$34.79 - $39.85 $4.96 Million - $5.68 Million
142,653 New
142,653 $5.27 Million

Others Institutions Holding SPSM

# of Institutions
913
Shares Held
204M
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
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