A detailed history of Values Added Financial LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Values Added Financial LLC holds 18,719 shares of SPSM stock, worth $851,527. This represents 0.54% of its overall portfolio holdings.

Number of Shares
18,719
Previous 19,825 5.58%
Holding current value
$851,527
Previous $823 Million 3.47%
% of portfolio
0.54%
Previous 0.59%

Shares

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

Oct 28, 2024

SELL
$41.02 - $46.01 $45,368 - $50,887
-1,106 Reduced 5.58%
18,719 $852 Million
Q2 2024

Jul 30, 2024

BUY
$39.75 - $43.15 $19,914 - $21,618
501 Added 2.59%
19,825 $823 Million
Q1 2024

Apr 25, 2024

BUY
$39.85 - $43.04 $116,880 - $126,236
2,933 Added 17.89%
19,324 $832 Million
Q4 2023

Jan 18, 2024

SELL
$34.3 - $42.83 $110,000 - $137,355
-3,207 Reduced 16.36%
16,391 $691 Million
Q3 2023

Oct 19, 2023

BUY
$36.35 - $41.02 $16,502 - $18,623
454 Added 2.37%
19,598 $723 Million
Q2 2023

Jul 24, 2023

BUY
$35.57 - $38.94 $680,952 - $745,467
19,144 New
19,144 $744 Million

Others Institutions Holding SPSM

About SPDR PORTFOLIO S&P 600 SMALL C


  • Ticker SPSM
  • Sector ETFs
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