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

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Phillips Financial Management, LLC holds 2,480 shares of SPSM stock, worth $112,988. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,480
Previous 2,480 -0.0%
Holding current value
$112,988
Previous $105,000 8.57%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$40.03 - $46.81 $8,846 - $10,345
-221 Reduced 8.18%
2,480 $101,000
Q3 2024

Nov 07, 2024
BUY
$41.02 - $46.01 $5,455 - $6,119
133 Added 5.18%
2,701 $122,000
Q2 2024

Aug 08, 2024
SELL
$39.75 - $43.15 $397 - $431
-10 Reduced 0.39%
2,568 $106,000
Q4 2023

Jan 25, 2024
BUY
$34.3 - $42.83 $85,098 - $106,261
2,481 Added 2557.73%
2,578 $108,000
Q1 2023

May 08, 2023
BUY
$36.04 - $42.08 $36 - $42
1 Added 1.04%
97 $3,000
Q3 2022

Nov 08, 2022
BUY
$33.99 - $41.52 $3,263 - $3,985
96 New
96 $3,000

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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