Avantax Advisory Services, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Avantax Advisory Services, Inc.

  • $13.8 Billion
  • Q2 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 143,110 shares of SPSM stock, worth $6.5 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
143,110
Previous 143,536 0.3%
Holding current value
$6.5 Million
Previous $6.18 Million 3.79%
% of portfolio
0.04%
Previous 0.06%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$39.75 - $43.15 $16,933 - $18,381
-426 Reduced 0.3%
143,110 $5.94 Million
Q1 2024

May 08, 2024
BUY
$39.85 - $43.04 $319,796 - $345,396
8,025 Added 5.92%
143,536 $6.18 Million
Q4 2023

Feb 07, 2024
SELL
$34.3 - $42.83 $273,371 - $341,355
-7,970 Reduced 5.55%
135,511 $5.72 Million
Q3 2023

Nov 07, 2023
BUY
$36.35 - $41.02 $737,105 - $831,803
20,278 Added 16.46%
143,481 $5.29 Million
Q2 2023

Aug 11, 2023
BUY
$35.57 - $38.94 $3.93 Million - $4.31 Million
110,599 Added 877.49%
123,203 $4.79 Million
Q1 2023

Apr 28, 2023
BUY
$36.04 - $42.08 $85,522 - $99,855
2,373 Added 23.19%
12,604 $476,000
Q4 2022

Feb 13, 2023
BUY
$34.79 - $39.85 $35,416 - $40,567
1,018 Added 11.05%
10,231 $378,000
Q3 2022

Nov 01, 2022
BUY
$33.99 - $41.52 $101 - $124
3 Added 0.03%
9,213 $314,000
Q2 2022

Aug 02, 2022
BUY
$34.83 - $42.53 $870 - $1,063
25 Added 0.27%
9,210 $331,000
Q1 2022

Apr 27, 2022
BUY
$39.91 - $45.5 $7,503 - $8,554
188 Added 2.09%
9,185 $386,000
Q4 2021

Jan 24, 2022
BUY
$42.23 - $46.94 $253 - $281
6 Added 0.07%
8,997 $402,000
Q3 2021

Oct 21, 2021
BUY
$40.71 - $44.23 $2,239 - $2,432
55 Added 0.62%
8,991 $383,000
Q2 2021

Jul 29, 2021
SELL
$41.43 - $45.3 $4,060 - $4,439
-98 Reduced 1.08%
8,936 $391,000
Q1 2021

May 13, 2021
BUY
$35.43 - $44.75 $15,943 - $20,137
450 Added 5.24%
9,034 $382,000
Q4 2020

Jan 22, 2021
SELL
$27.77 - $35.98 $129,574 - $167,882
-4,666 Reduced 35.22%
8,584 $306,000
Q3 2020

Oct 14, 2020
BUY
$25.57 - $29.57 $116,650 - $134,898
4,562 Added 52.51%
13,250 $362,000
Q2 2020

Aug 06, 2020
BUY
$19.87 - $29.39 $172,630 - $255,340
8,688 New
8,688 $230,000

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

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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