Stonehaven Wealth & Tax Solutions, LLC Spdr Portfolio S&P 600 Small C Transaction History

Stonehaven Wealth & Tax Solutions, LLC

  • $108 Billion
  • Q3 2025

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 5,676 shares of SPSM stock, worth $258,598. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,676
Previous 6,292 9.79%
Holding current value
$258,598
Previous $268 Million 1.91%
% of portfolio
0.24%
Previous 0.26%

Shares

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

Nov 13, 2025
SELL
$42.26 - $47.16 $26,032 - $29,050
-616 Reduced 9.79%
5,676 $263 Million
Q2 2025

Aug 14, 2025
SELL
$35.35 - $42.68 $26,194 - $31,625
-741 Reduced 10.54%
6,292 $268 Million
Q1 2025

May 15, 2025
SELL
$40.03 - $46.81 $681,550 - $796,987
-17,026 Reduced 70.77%
7,033 $287 Million
Q4 2024

Feb 13, 2025
BUY
$44.33 - $49.55 $1.07 Million - $1.19 Million
24,059 New
24,059 $1.08 Billion

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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