Wealth Management Resources, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Wealth Management Resources, Inc.

$276 Million
Q1 2025

A detailed history of Wealth Management Resources, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 81,039 shares of SPSM stock, worth $3.06 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

81,039

Previous 77,698 4.3%

Holding current value

$3.06 Million

Previous $3.49 Million 5.36%

% of portfolio

1.2%

Previous 1.29%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$40.03 - $46.81 $133,740 - $156,392	3,341 Added 4.3%	81,039 $3.3 Million
Q4 2024 Jan 21, 2025	BUY	$44.33 - $49.55 $2.17 Million - $2.42 Million	48,879 Added 169.61%	77,698 $3.49 Million
Q3 2024 Oct 31, 2024	BUY	$41.02 - $46.01 $20,838 - $23,373	508 Added 1.79%	28,819 $1.31 Million
Q2 2024 Jul 17, 2024	SELL	$39.75 - $43.15 $7,711 - $8,371	-194 Reduced 0.68%	28,311 $1.18 Million
Q1 2024 Apr 19, 2024	BUY	$39.85 - $43.04 $156,251 - $168,759	3,921 Added 15.95%	28,505 $1.23 Million
Q4 2023 Jan 19, 2024	BUY	$34.3 - $42.83 $229,535 - $286,618	6,692 Added 37.4%	24,584 $1.04 Million
Q3 2023 Oct 24, 2023	BUY	$36.35 - $41.02 $6,143 - $6,932	169 Added 0.95%	17,892 $660,000
Q2 2023 Jul 11, 2023	BUY	$35.57 - $38.94 $62,852 - $68,806	1,767 Added 11.07%	17,723 $688,000
Q1 2023 Apr 10, 2023	BUY	$36.04 - $42.08 $432 - $504	12 Added 0.08%	15,956 $602,000
Q4 2022 Jan 17, 2023	BUY	$34.79 - $39.85 $2,191 - $2,510	63 Added 0.4%	15,944 $0
Q3 2022 Oct 13, 2022	SELL	$33.99 - $41.52 $1,903 - $2,325	-56 Reduced 0.35%	15,881 $540,000
Q2 2022 Jul 22, 2022	BUY	$34.83 - $42.53 $4,527 - $5,528	130 Added 0.82%	15,937 $573,000
Q1 2022 Apr 20, 2022	BUY	$39.91 - $45.5 $3,711 - $4,231	93 Added 0.59%	15,807 $665,000
Q4 2021 Feb 10, 2022	BUY	$42.23 - $46.94 $663,602 - $737,615	15,714 New	15,714 $702,000

Others Institutions Holding SPSM

# of Institutions

976

Shares Held

218M

Call Options Held

94.2K

Put Options Held

14.4K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Management Resources, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Resources, Inc. with notifications on news.

Account

Wealth Management Resources, Inc. Spdr Portfolio S&P 600 Small C Transaction History