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

Clearstead Advisors, LLC

$7.4 Billion
Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Clearstead Advisors, LLC holds 22,844 shares of SPSM stock, worth $1.04 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

22,844

Previous 21,241 7.55%

Holding current value

$1.04 Million

Previous $904,000 17.04%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$42.26 - $47.16 $67,742 - $75,597	1,603 Added 7.55%	22,844 $1.06 Million
Q2 2025 Aug 08, 2025	SELL	$35.35 - $42.68 $30,648 - $37,003	-867 Reduced 3.92%	21,241 $904,000
Q1 2025 May 13, 2025	BUY	$40.03 - $46.81 $137,182 - $160,417	3,427 Added 18.34%	22,108 $901,000
Q4 2024 Feb 10, 2025	BUY	$44.33 - $49.55 $4,565 - $5,103	103 Added 0.55%	18,681 $839,000
Q3 2024 Nov 13, 2024	SELL	$41.02 - $46.01 $14,890 - $16,701	-363 Reduced 1.92%	18,578 $845,000

Q2 2024 Aug 09, 2024	BUY	$39.75 - $43.15 $723,688 - $785,588	18,206 Added 2477.01%	18,941 $786,000
Q2 2023 Aug 07, 2023	BUY	$35.57 - $38.94 $889 - $973	25 Added 3.52%	735 $28,000
Q1 2023 May 09, 2023	BUY	$36.04 - $42.08 $25,588 - $29,876	710 New	710 $26,000

Others Institutions Holding SPSM

# of Institutions

1,007

Shares Held

205M

Call Options Held

47K

Put Options Held

1.2K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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