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

Alta Wealth Advisors LLC

$212 Million
Q2 2025

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 41,989 shares of SPSM stock, worth $1.95 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

41,989

Previous 40,885 2.7%

Holding current value

$1.95 Million

Previous $1.67 Million 7.32%

% of portfolio

0.84%

Previous 0.77%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$35.35 - $42.68 $39,026 - $47,118	1,104 Added 2.7%	41,989 $1.79 Million
Q1 2025 Apr 24, 2025	SELL	$40.03 - $46.81 $20,375 - $23,826	-509 Reduced 1.23%	40,885 $1.67 Million
Q4 2024 Jan 23, 2025	BUY	$44.33 - $49.55 $185,122 - $206,920	4,176 Added 11.22%	41,394 $1.86 Million
Q3 2024 Oct 18, 2024	BUY	$41.02 - $46.01 $56,443 - $63,309	1,376 Added 3.84%	37,218 $1.69 Million
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

971

Shares Held

199M

Call Options Held

51.7K

Put Options Held

1.2K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Alta Wealth Advisors LLC with notifications on news.

Account

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