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

Alta Wealth Advisors LLC

$200 Million
Q2 2024

A detailed history of Alta Wealth Advisors LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 35,842 shares of SPSM stock, worth $1.63 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

35,842

Previous 35,591 0.71%

Holding current value

$1.63 Million

Previous $1.53 Million 2.81%

% of portfolio

0.74%

Previous 0.78%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	BUY	$39.75 - $43.15 $9,977 - $10,830	251 Added 0.71%	35,842 $1.49 Million
Q1 2024 May 01, 2024	BUY	$39.85 - $43.04 $65,832 - $71,102	1,652 Added 4.87%	35,591 $1.53 Million
Q4 2023 Feb 12, 2024	BUY	$34.3 - $42.83 $193,657 - $241,818	5,646 Added 19.96%	33,939 $1.43 Million
Q3 2023 Oct 19, 2023	BUY	$36.35 - $41.02 $99,599 - $112,394	2,740 Added 10.72%	28,293 $1.04 Million
Q2 2023 Jul 17, 2023	BUY	$35.57 - $38.94 $38,700 - $42,366	1,088 Added 4.45%	25,553 $992,000
Q1 2023 Apr 21, 2023	BUY	$36.04 - $42.08 $137,240 - $160,240	3,808 Added 18.43%	24,465 $924,000
Q4 2022 Jan 20, 2023	BUY	$34.79 - $39.85 $294,497 - $337,330	8,465 Added 69.43%	20,657 $0
Q3 2022 Oct 17, 2022	BUY	$33.99 - $41.52 $176,136 - $215,156	5,182 Added 73.92%	12,192 $415,000
Q2 2022 Jul 28, 2022	SELL	$34.83 - $42.53 $1,462 - $1,786	-42 Reduced 0.6%	7,010 $251,000
Q1 2022 Apr 27, 2022	BUY	$39.91 - $45.5 $48,091 - $54,827	1,205 Added 20.61%	7,052 $297,000
Q4 2021 Feb 14, 2022	BUY	$42.23 - $46.94 $246,918 - $274,458	5,847 New	5,847 $261,000

Others Institutions Holding SPSM

# of Institutions

844

Shares Held

191M

Call Options Held

62.3K

Put Options Held

1.4K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Alta Wealth Advisors LLC Spdr Portfolio S&P 600 Small C Transaction History