Strategic Wealth Partners, Ltd. Spdr Portfolio S&P 600 Small C Transaction History

Strategic Wealth Partners, Ltd.

  • $947 Million
  • Q3 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 128,896 shares of SPSM stock, worth $5.83 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
128,896
Previous 128,932 0.03%
Holding current value
$5.83 Million
Previous $5.35 Million 9.56%
% of portfolio
0.62%
Previous 0.57%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$41.02 - $46.01 $1,476 - $1,656
-36 Reduced 0.03%
128,896 $5.87 Million
Q2 2024

Oct 08, 2024
SELL
$39.75 - $43.15 $2,424 - $2,632
-61 Reduced 0.05%
128,932 $5.35 Million
Q1 2024

May 20, 2024
BUY
$39.85 - $43.04 $17,534 - $18,937
440 Added 0.34%
128,993 $5.55 Million
Q4 2023

May 20, 2024
BUY
$34.3 - $42.83 $33,202 - $41,459
968 Added 0.76%
128,553 $5.42 Million
Q3 2023

May 20, 2024
BUY
$36.35 - $41.02 $25,554 - $28,837
703 Added 0.55%
127,585 $4.71 Million
Q2 2023

May 20, 2024
BUY
$35.57 - $38.94 $4.51 Million - $4.94 Million
126,882 New
126,882 $4.93 Million
Q4 2018

Jan 24, 2019
SELL
N/A
-57,163 Closed
0 $0
Q3 2018

Dec 06, 2018
BUY
N/A
57,163 New
57,163 $1.9 Million
Q2 2018

Sep 04, 2018
SELL
N/A
-887 Closed
0 $0
Q1 2018

Jul 13, 2018
BUY
N/A
887 New
887 $27,000

Others Institutions Holding SPSM

# of Institutions
892
Shares Held
198M
Call Options Held
39.5K
Put Options Held
5.8K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email