Burt Wealth Advisors Spdr Portfolio S&P 600 Small C Transaction History

Burt Wealth Advisors

  • $399 Million
  • Q3 2024

A detailed history of Burt Wealth Advisors transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Burt Wealth Advisors holds 5,956 shares of SPSM stock, worth $289,521. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,956
Previous 5,956 -0.0%
Holding current value
$289,521
Previous $247,000 9.72%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jul 16, 2024
SELL
$39.75 - $43.15 $22,578 - $24,509
-568 Reduced 8.71%
5,956 $247,000
Q1 2024

Apr 18, 2024
BUY
$39.85 - $43.04 $11,556 - $12,481
290 Added 4.65%
6,524 $280,000
Q2 2023

Jul 18, 2023
BUY
$35.57 - $38.94 $221,743 - $242,751
6,234 New
6,234 $242,000

Others Institutions Holding SPSM

# of Institutions
891
Shares Held
198M
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
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