Wambolt & Associates, LLC Spdr Portfolio S&P 600 Small C Transaction History

Wambolt & Associates, LLC

  • $366 Million
  • Q3 2024

A detailed history of Wambolt & Associates, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wambolt & Associates, LLC holds 15,166 shares of SPSM stock, worth $690,811. This represents 0.19% of its overall portfolio holdings.

Number of Shares
15,166
Previous 11,789 28.65%
Holding current value
$690,811
Previous $489,000 41.1%
% of portfolio
0.19%
Previous 0.14%

Shares

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

Nov 08, 2024
BUY
$41.02 - $46.01 $138,524 - $155,375
3,377 Added 28.65%
15,166 $690,000
Q2 2024

Aug 07, 2024
BUY
$39.75 - $43.15 $755 - $819
19 Added 0.16%
11,789 $489,000
Q1 2024

Apr 30, 2024
BUY
$39.85 - $43.04 $119 - $129
3 Added 0.03%
11,770 $506,000
Q4 2023

Feb 07, 2024
BUY
$34.3 - $42.83 $403,608 - $503,980
11,767 New
11,767 $496,000

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
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