Avidian Wealth Solutions, LLC Spdr Portfolio S&P 600 Small C Transaction History

Avidian Wealth Solutions, LLC

$2.18 Billion
Q1 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 342,229 shares of SPSM stock, worth $14.1 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

342,229

Previous 331,836 3.13%

Holding current value

$14.1 Million

Previous $14.9 Million 6.42%

% of portfolio

0.64%

Previous 0.69%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$40.03 - $46.81 $416,031 - $486,496	10,393 Added 3.13%	342,229 $13.9 Million
Q4 2024 Jan 29, 2025	BUY	$44.33 - $49.55 $14.7 Million - $16.4 Million	331,836 New	331,836 $14.9 Million
Q2 2024 Aug 06, 2024	BUY	$39.75 - $43.15 $294,627 - $319,827	7,412 Added 4.67%	166,133 $6.9 Million
Q1 2024 May 03, 2024	BUY	$39.85 - $43.04 $917,745 - $991,211	23,030 Added 16.97%	158,721 $6.83 Million
Q4 2023 Feb 06, 2024	BUY	$34.3 - $42.83 $303,795 - $379,345	8,857 Added 6.98%	135,691 $5.72 Million
Q3 2023 Oct 13, 2023	BUY	$36.35 - $41.02 $4.61 Million - $5.2 Million	126,834 New	126,834 $4.68 Million

Others Institutions Holding SPSM

# of Institutions

968

Shares Held

201M

Call Options Held

64.8K

Put Options Held

5.94K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

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Avidian Wealth Solutions, LLC Spdr Portfolio S&P 600 Small C Transaction History