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

Retirement Financial Solutions, LLC

$165 Billion
Q1 2025

A detailed history of Retirement Financial Solutions, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Retirement Financial Solutions, LLC holds 376,213 shares of SPSM stock, worth $14.2 Million. This represents 9.27% of its overall portfolio holdings.

Number of Shares

376,213

Previous 435,382 13.59%

Holding current value

$14.2 Million

Previous $19.6 Billion 21.59%

% of portfolio

9.27%

Previous 10.55%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$40.03 - $46.81 $2.37 Million - $2.77 Million	-59,169 Reduced 13.59%	376,213 $15.3 Billion
Q4 2024 Jan 31, 2025	BUY	$44.33 - $49.55 $230,471 - $257,610	5,199 Added 1.21%	435,382 $19.6 Billion
Q3 2024 Oct 29, 2024	BUY	$41.02 - $46.01 $292,062 - $327,591	7,120 Added 1.68%	430,183 $19.6 Billion
Q2 2024 Aug 05, 2024	BUY	$39.75 - $43.15 $2.06 Million - $2.23 Million	51,717 Added 13.93%	423,063 $17.6 Billion
Q1 2024 May 10, 2024	BUY	$39.85 - $43.04 $1.38 Million - $1.49 Million	34,689 Added 10.3%	371,346 $16 Billion
Q4 2023 Jan 18, 2024	BUY	$34.3 - $42.83 $1.02 Million - $1.28 Million	29,777 Added 9.7%	336,657 $14.2 Billion
Q3 2023 Oct 20, 2023	BUY	$36.35 - $41.02 $11.2 Million - $12.6 Million	306,880 New	306,880 $11.3 Billion
Q4 2022 Jan 18, 2023	BUY	$34.79 - $39.85 $417 - $478	12 New	12 $444,000

Others Institutions Holding SPSM

# of Institutions

969

Shares Held

218M

Call Options Held

94.2K

Put Options Held

14.4K

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About SPDR PORTFOLIO S&P 600 SMALL C

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