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

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.33 Billion
  • Q3 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 1,908,248 shares of SPSM stock, worth $86.8 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares
1,908,248
Previous 1,813,624 5.22%
Holding current value
$86.8 Million
Previous $75.3 Million 15.3%
% of portfolio
2.01%
Previous 1.62%

Shares

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

Oct 11, 2024
BUY
$41.02 - $46.01 $3.88 Million - $4.35 Million
94,624 Added 5.22%
1,908,248 $86.8 Million
Q2 2024

Jul 11, 2024
BUY
$39.75 - $43.15 $5.88 Million - $6.39 Million
147,989 Added 8.88%
1,813,624 $75.3 Million
Q1 2024

May 02, 2024
SELL
$39.85 - $43.04 $67.8 Million - $73.3 Million
-1,701,968 Reduced 50.54%
1,665,635 $71.7 Million
Q4 2023

Jan 16, 2024
BUY
$34.3 - $42.83 $3.63 Million - $4.53 Million
105,858 Added 3.25%
3,367,603 $142 Million
Q3 2023

Oct 13, 2023
BUY
$36.35 - $41.02 $11 Million - $12.5 Million
303,605 Added 10.26%
3,261,745 $120 Million
Q2 2023

Jul 14, 2023
BUY
$35.57 - $38.94 $8.57 Million - $9.38 Million
240,836 Added 8.86%
2,958,140 $115 Million
Q1 2023

Apr 12, 2023
BUY
$36.04 - $42.08 $97.9 Million - $114 Million
2,717,304 New
2,717,304 $103 Million

Others Institutions Holding SPSM

# of Institutions
892
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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