Kingswood Wealth Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 27,766 shares of SPSM stock, worth $1.35 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
27,766
Previous 18,747 48.11%
Holding current value
$1.35 Million
Previous $779 Million 62.3%
% of portfolio
0.09%
Previous 0.07%

Shares

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

Oct 21, 2024
BUY
$41.02 - $46.01 $369,959 - $414,964
9,019 Added 48.11%
27,766 $1.26 Billion
Q2 2024

Jul 09, 2024
BUY
$39.75 - $43.15 $745,193 - $808,933
18,747 New
18,747 $779 Million

Others Institutions Holding SPSM

# of Institutions
889
Shares Held
197M
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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