Simplicity Wealth,Llc Spdr Portfolio S&P 600 Small C Transaction History

Simplicity Wealth,Llc

$1.59 Billion
Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Simplicity Wealth,Llc holds 37,715 shares of SPSM stock, worth $1.72 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

37,715

Previous 56,260 32.96%

Holding current value

$1.72 Million

Previous $2.4 Million 27.13%

% of portfolio

0.11%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$42.26 - $47.16 $783,711 - $874,582	-18,545 Reduced 32.96%	37,715 $1.75 Million
Q2 2025 Jul 22, 2025	BUY	$35.35 - $42.68 $1.99 Million - $2.4 Million	56,260 New	56,260 $2.4 Million
Q4 2024 Feb 07, 2025	BUY	$44.33 - $49.55 $219,921 - $245,817	4,961 New	4,961 $222,000
Q2 2024 Jul 10, 2024	BUY	$39.75 - $43.15 $14,230 - $15,447	358 Added 7.48%	5,147 $213,000
Q1 2024 Apr 24, 2024	BUY	$39.85 - $43.04 $190,841 - $206,118	4,789 New	4,789 $206,000

Q3 2022 Oct 12, 2022	BUY	$33.99 - $41.52 $883 - $1,079	26 Added 0.35%	7,356 $251,000
Q2 2022 Jul 19, 2022	SELL	$34.83 - $42.53 $166,731 - $203,591	-4,787 Reduced 39.51%	7,330 $264,000
Q1 2022 May 20, 2022	SELL	$39.91 - $45.5 $199,470 - $227,409	-4,998 Reduced 29.2%	12,117 $510,000
Q4 2021 Feb 25, 2022	BUY	$42.23 - $46.94 $722,766 - $803,378	17,115 New	17,115 $765,000

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

Ticker SPSM
Sector ETFs
Industry ETFs

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Simplicity Wealth,Llc Spdr Portfolio S&P 600 Small C Transaction History