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

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 6,499 shares of SPSM stock, worth $315,916. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,499

Previous 11,592 43.94%

Holding current value

$315,916

Previous $481,000 38.67%

% of portfolio

0.04%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$41.02 - $46.01 $208,914 - $234,328	-5,093 Reduced 43.94%	6,499 $295,000
Q2 2024 Jul 22, 2024	SELL	$39.75 - $43.15 $39 - $43	-1 Reduced 0.01%	11,592 $481,000
Q1 2024 Apr 16, 2024	SELL	$39.85 - $43.04 $59,854 - $64,646	-1,502 Reduced 11.47%	11,593 $498,000
Q4 2023 Jan 10, 2024	SELL	$34.3 - $42.83 $904,765 - $1.13 Million	-26,378 Reduced 66.83%	13,095 $552,000
Q3 2023 Oct 17, 2023	SELL	$36.35 - $41.02 $26.2 Million - $29.5 Million	-719,670 Reduced 94.8%	39,473 $1.46 Million
Q2 2023 Jul 26, 2023	SELL	$35.57 - $38.94 $630,762 - $690,523	-17,733 Reduced 2.28%	759,143 $29.5 Million
Q1 2023 Apr 25, 2023	BUY	$36.04 - $42.08 $1.74 Million - $2.03 Million	48,150 Added 6.61%	776,876 $29.3 Million
Q4 2022 Jan 19, 2023	BUY	$34.79 - $39.85 $25.4 Million - $29 Million	728,726 New	728,726 $0

Others Institutions Holding SPSM

# of Institutions

891

Shares Held

198M

Call Options Held

39.5K

Put Options Held

5.8K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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