Portside Wealth Group, LLC Spdr Portfolio S&P 600 Small C Transaction History

Portside Wealth Group, LLC

  • $613 Billion
  • Q1 2025

A detailed history of Portside Wealth Group, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Portside Wealth Group, LLC holds 97,072 shares of SPSM stock, worth $3.65 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
97,072
Previous 89,992 7.87%
Holding current value
$3.65 Million
Previous $4.04 Billion 2.12%
% of portfolio
0.65%
Previous 0.67%

Shares

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

Apr 14, 2025
BUY
$40.03 - $46.81 $283,412 - $331,414
7,080 Added 7.87%
97,072 $3.96 Billion
Q1 2025

Apr 10, 2025
BUY
$40.03 - $46.81 $1.16 Million - $1.36 Million
29,039 Added 47.38%
90,329 $4.06 Billion
Q4 2024

Apr 14, 2025
SELL
$44.33 - $49.55 $14,939 - $16,698
-337 Reduced 0.37%
89,992 $4.04 Billion
Q4 2024

Jan 15, 2025
SELL
$44.33 - $49.55 $49,250 - $55,050
-1,111 Reduced 1.78%
61,290 $2.79 Billion
Q3 2024

Oct 31, 2024
BUY
$41.02 - $46.01 $230,081 - $258,070
5,609 Added 9.88%
62,401 $2.84 Billion
Q2 2024

Jul 18, 2024
BUY
$39.75 - $43.15 $1.36 Million - $1.48 Million
34,226 Added 151.67%
56,792 $2.36 Billion
Q1 2024

Apr 17, 2024
SELL
$39.85 - $43.04 $25,105 - $27,115
-630 Reduced 2.72%
22,566 $971 Million
Q4 2023

Jan 16, 2024
BUY
$34.3 - $42.83 $147,421 - $184,083
4,298 Added 22.74%
23,196 $978 Million
Q3 2023

Oct 27, 2023
BUY
$36.35 - $41.02 $28,861 - $32,569
794 Added 4.39%
18,898 $700 Million
Q2 2023

Sep 01, 2023
SELL
$35.57 - $38.94 $23.9 Million - $26.2 Million
-671,596 Reduced 97.38%
18,104 $703 Million
Q2 2023

Aug 01, 2023
BUY
$35.57 - $38.94 $24.5 Million - $26.9 Million
689,700 New
689,700 $26.8 Million

Others Institutions Holding SPSM

# of Institutions
979
Shares Held
218M
Call Options Held
94.2K
Put Options Held
14.4K
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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