Barnes Pettey Financial Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History

Barnes Pettey Financial Advisors, LLC

  • $125 Million
  • Q3 2024

A detailed history of Barnes Pettey Financial Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 12,520 shares of SPSM stock, worth $589,316. This represents 0.46% of its overall portfolio holdings.

Number of Shares
12,520
Previous 12,509 0.09%
Holding current value
$589,316
Previous $519,000 9.63%
% of portfolio
0.46%
Previous 0.45%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$41.02 - $46.01 $451 - $506
11 Added 0.09%
12,520 $569,000
Q2 2024

Jul 18, 2024
SELL
$39.75 - $43.15 $10,533 - $11,434
-265 Reduced 2.07%
12,509 $519,000
Q1 2024

May 06, 2024
BUY
$39.85 - $43.04 $7,013 - $7,575
176 Added 1.4%
12,774 $549,000
Q4 2023

Feb 08, 2024
BUY
$34.3 - $42.83 $9,089 - $11,349
265 Added 2.15%
12,598 $531,000
Q1 2023

May 11, 2023
BUY
$36.04 - $42.08 $9,911 - $11,572
275 Added 2.28%
12,333 $465,000
Q4 2022

Jan 27, 2023
BUY
$34.79 - $39.85 $419,497 - $480,511
12,058 New
12,058 $446,000

Others Institutions Holding SPSM

# of Institutions
889
Shares Held
197M
Call Options Held
39.5K
Put Options Held
5.8K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
Track This Portfolio

Track Barnes Pettey Financial Advisors, LLC Portfolio

Follow Barnes Pettey Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Barnes Pettey Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email