Montis Financial, LLC Spdr Portfolio S&P 600 Small C Transaction History

Montis Financial, LLC

  • $430 Million
  • Q3 2025

A detailed history of Montis Financial, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Montis Financial, LLC holds 10,684 shares of SPSM stock, worth $486,763. This represents 0.12% of its overall portfolio holdings.

Number of Shares
10,684
Previous 11,057 3.37%
Holding current value
$486,763
Previous $471,000 4.88%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Oct 28, 2025
SELL
$42.26 - $47.16 $15,762 - $17,590
-373 Reduced 3.37%
10,684 $494,000
Q2 2025

Jul 17, 2025
BUY
$35.35 - $42.68 $6,044 - $7,298
171 Added 1.57%
11,057 $471,000
Q1 2025

May 02, 2025
SELL
$40.03 - $46.81 $19,134 - $22,375
-478 Reduced 4.21%
10,886 $443,000
Q4 2024

Feb 10, 2025
BUY
$44.33 - $49.55 $104,131 - $116,392
2,349 Added 26.06%
11,364 $510,000
Q3 2024

Oct 10, 2024
BUY
$41.02 - $46.01 $369,795 - $414,780
9,015 New
9,015 $410,000

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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