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

Amplius Wealth Advisors, LLC

  • $881 Million
  • Q1 2025

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 5,831 shares of SPSM stock, worth $256,564. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,831
Previous 6,494 10.21%
Holding current value
$256,564
Previous $291,000 18.9%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$40.03 - $46.81 $26,539 - $31,035
-663 Reduced 10.21%
5,831 $236,000
Q4 2024

Jan 16, 2025
SELL
$44.33 - $49.55 $221 - $247
-5 Reduced 0.08%
6,494 $291,000
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
973
Shares Held
201M
Call Options Held
64.8K
Put Options Held
5.94K
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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