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

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Modern Wealth Management, LLC holds 60,295 shares of SPSM stock, worth $2.75 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
60,295
Previous 276,251 78.17%
Holding current value
$2.75 Million
Previous $11.8 Million 23632.85%
% of portfolio
0.06%
Previous 0.02%

Shares

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

Nov 12, 2025
SELL
$42.26 - $47.16 $9.13 Million - $10.2 Million
-215,956 Reduced 78.17%
60,295 $2.79 Billion
Q2 2025

Nov 12, 2025
BUY
$35.35 - $42.68 $23,967 - $28,937
678 Added 0.25%
276,251 $11.8 Million
Q2 2025

Aug 14, 2025
BUY
$35.35 - $42.68 $427,770 - $516,470
12,101 Added 4.59%
275,573 $11.7 Million
Q1 2025

May 30, 2025
BUY
$40.03 - $46.81 $41,631 - $48,682
1,040 Added 0.4%
263,472 $10.7 Million
Q1 2025

May 15, 2025
SELL
$40.03 - $46.81 $156,637 - $183,167
-3,913 Reduced 1.47%
262,432 $10.7 Billion
Q4 2024

May 30, 2025
SELL
$44.33 - $49.55 $37,281 - $41,671
-841 Reduced 0.32%
261,591 $11.8 Million
Q4 2024

May 29, 2025
SELL
$44.33 - $49.55 $37,281 - $41,671
-841 Reduced 0.32%
261,591 $11.8 Million
Q4 2024

Feb 11, 2025
BUY
$44.33 - $49.55 $323,786 - $361,913
7,304 Added 2.82%
266,345 $12.2 Billion
Q3 2024

May 30, 2025
SELL
$41.02 - $46.01 $258,220 - $289,632
-6,295 Reduced 2.4%
256,137 $11.7 Million
Q3 2024

May 29, 2025
SELL
$41.02 - $46.01 $258,220 - $289,632
-6,295 Reduced 2.4%
256,137 $11.7 Million
Q3 2024

Nov 05, 2024
BUY
$41.02 - $46.01 $19,033 - $21,348
464 Added 0.18%
259,041 $11.8 Billion
Q2 2024

May 29, 2025
SELL
$39.75 - $43.15 $301,782 - $327,594
-7,592 Reduced 2.89%
254,840 $10.6 Million
Q2 2024

Aug 07, 2024
BUY
$39.75 - $43.15 $8.05 Million - $8.74 Million
202,584 Added 361.8%
258,577 $10.7 Billion
Q1 2024

May 28, 2025
SELL
$39.85 - $43.04 $8.21 Million - $8.86 Million
-205,970 Reduced 78.49%
56,462 $2.43 Billion
Q1 2024

May 13, 2024
SELL
$39.85 - $43.04 $109,388 - $118,144
-2,745 Reduced 4.67%
55,993 $2.38 Billion
Q4 2023

May 28, 2025
SELL
$34.3 - $42.83 $6.99 Million - $8.72 Million
-203,694 Reduced 77.62%
58,738 $2.48 Billion
Q4 2023

Feb 14, 2024
BUY
$34.3 - $42.83 $2.01 Million - $2.52 Million
58,738 New
58,738 $2.48 Billion

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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