A detailed history of Alliance Wealth Advisors, LLC /Ut transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Alliance Wealth Advisors, LLC /Ut holds 12,242 shares of SPSM stock, worth $556,888. This represents 0.15% of its overall portfolio holdings.

Number of Shares
12,242
Previous 11,985 2.14%
Holding current value
$556,888
Previous $498 Million 11.93%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Nov 08, 2024

BUY
$41.02 - $46.01 $10,542 - $11,824
257 Added 2.14%
12,242 $557 Million
Q2 2024

Aug 02, 2024

BUY
$39.75 - $43.15 $85,104 - $92,384
2,141 Added 21.75%
11,985 $498 Million
Q1 2024

May 13, 2024

BUY
$39.85 - $43.04 $12,752 - $13,772
320 Added 3.36%
9,844 $424 Million
Q4 2023

Feb 02, 2024

BUY
$34.3 - $42.83 $44,795 - $55,935
1,306 Added 15.89%
9,524 $402 Million
Q3 2023

Nov 09, 2023

BUY
$36.35 - $41.02 $43,183 - $48,731
1,188 Added 16.9%
8,218 $303 Million
Q2 2023

Aug 11, 2023

BUY
$35.57 - $38.94 $31,479 - $34,461
885 Added 14.4%
7,030 $273 Million
Q1 2023

May 02, 2023

SELL
$36.04 - $42.08 $2,955 - $3,450
-82 Reduced 1.32%
6,145 $232 Million
Q4 2022

Feb 08, 2023

BUY
$34.79 - $39.85 $216,637 - $248,145
6,227 New
6,227 $230 Million

Others Institutions Holding SPSM

About SPDR PORTFOLIO S&P 600 SMALL C


  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
Track This Portfolio

Track Alliance Wealth Advisors, LLC /Ut Portfolio

Follow Alliance Wealth Advisors, LLC /Ut and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alliance Wealth Advisors, LLC /Ut, based on Form 13F filings with the SEC.

News

Stay updated on Alliance Wealth Advisors, LLC /Ut with notifications on news.