A detailed history of Wealthcare Capital Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 41,193 shares of SPSM stock, worth $1.88 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
41,193
Previous 39,631 3.94%
Holding current value
$1.88 Million
Previous $1.65 Million 13.92%
% of portfolio
0.19%
Previous 0.18%

Shares

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

Nov 04, 2024

BUY
$41.02 - $46.01 $64,073 - $71,867
1,562 Added 3.94%
41,193 $1.87 Million
Q2 2024

Aug 09, 2024

BUY
$39.75 - $43.15 $292,122 - $317,109
7,349 Added 22.77%
39,631 $1.65 Million
Q1 2024

Apr 15, 2024

SELL
$39.85 - $43.04 $180,759 - $195,229
-4,536 Reduced 12.32%
32,282 $1.39 Million
Q4 2023

Feb 08, 2024

SELL
$34.3 - $42.83 $124,200 - $155,087
-3,621 Reduced 8.95%
36,818 $1.55 Million
Q3 2023

Oct 12, 2023

BUY
$36.35 - $41.02 $83,277 - $93,976
2,291 Added 6.01%
40,439 $1.49 Million
Q2 2023

Jul 18, 2023

BUY
$35.57 - $38.94 $89,707 - $98,206
2,522 Added 7.08%
38,148 $1.48 Million
Q1 2023

May 04, 2023

BUY
$36.04 - $42.08 $53,447 - $62,404
1,483 Added 4.34%
35,626 $1.35 Million
Q4 2022

Feb 14, 2023

BUY
$34.79 - $39.85 $83,565 - $95,719
2,402 Added 7.57%
34,143 $1.26 Million
Q3 2022

Nov 14, 2022

SELL
$33.99 - $41.52 $55,607 - $67,926
-1,636 Reduced 4.9%
31,741 $1.08 Million
Q2 2022

Aug 12, 2022

SELL
$34.83 - $42.53 $33,889 - $41,381
-973 Reduced 2.83%
33,377 $1.2 Million
Q1 2022

Apr 12, 2022

BUY
$39.91 - $45.5 $160,677 - $183,183
4,026 Added 13.28%
34,350 $1.45 Million
Q4 2021

Feb 11, 2022

BUY
$42.23 - $46.94 $107,264 - $119,227
2,540 Added 9.14%
30,324 $1.36 Million
Q3 2021

Nov 15, 2021

SELL
$40.71 - $44.23 $20,599 - $22,380
-506 Reduced 1.79%
27,784 $1.18 Million
Q2 2021

Aug 16, 2021

BUY
$41.43 - $45.3 $5,924 - $6,477
143 Added 0.51%
28,290 $1.24 Million
Q1 2021

Apr 30, 2021

SELL
$35.43 - $44.75 $74,969 - $94,691
-2,116 Reduced 6.99%
28,147 $1.19 Million
Q4 2020

Feb 02, 2021

SELL
$27.77 - $35.98 $5,359 - $6,944
-193 Reduced 0.63%
30,263 $1.08 Million
Q3 2020

Oct 28, 2020

BUY
$25.57 - $29.57 $178,964 - $206,960
6,999 Added 29.84%
30,456 $834,000
Q2 2020

Jul 29, 2020

BUY
$19.87 - $29.39 $75,227 - $111,270
3,786 Added 19.25%
23,457 $623,000
Q1 2020

Apr 29, 2020

BUY
$18.96 - $33.37 $164,212 - $289,017
8,661 Added 78.66%
19,671 $430,000
Q4 2019

Jan 29, 2020

SELL
$28.98 - $32.81 $20,459 - $23,163
-706 Reduced 6.03%
11,010 $359,000
Q3 2019

Oct 17, 2019

BUY
$29.9 - $31.15 $66,976 - $69,776
2,240 Added 23.64%
11,716 $351,000
Q2 2019

Jul 30, 2019

BUY
N/A
429 Added 4.74%
9,476 $290,000
Q1 2019

May 13, 2019

BUY
N/A
8,787 Added 3379.62%
9,047 $273,000
Q4 2018

Feb 14, 2019

BUY
N/A
260 New
260 $7,000

Others Institutions Holding SPSM

About SPDR PORTFOLIO S&P 600 SMALL C


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