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

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 4,725 shares of SPSM stock, worth $184,747. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,725

Previous 6,479 27.07%

Holding current value

$184,747

Previous $294,000 27.89%

% of portfolio

0.02%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$44.33 - $49.55 $77,754 - $86,910	-1,754 Reduced 27.07%	4,725 $212,000
Q3 2024 Oct 09, 2024	BUY	$41.02 - $46.01 $21,330 - $23,925	520 Added 8.73%	6,479 $294,000
Q2 2024 Jul 24, 2024	SELL	$39.75 - $43.15 $14,389 - $15,620	-362 Reduced 5.73%	5,959 $247,000
Q1 2024 May 10, 2024	SELL	$39.85 - $43.04 $22,076 - $23,844	-554 Reduced 8.06%	6,321 $272,000
Q4 2023 Jan 31, 2024	BUY	$34.3 - $42.83 $22,500 - $28,096	656 Added 10.55%	6,875 $289,000
Q2 2023 Aug 02, 2023	BUY	$35.57 - $38.94 $221,209 - $242,167	6,219 New	6,219 $241,000

Others Institutions Holding SPSM

# of Institutions

964

Shares Held

205M

Call Options Held

94.2K

Put Options Held

14.4K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Beaumont Financial Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History