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

Cliftonlarsonallen Wealth Advisors, LLC

$5.95 Billion
Q2 2025

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 3,167,590 shares of SPSM stock, worth $146 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares

3,167,590

Previous 3,004,000 5.45%

Holding current value

$146 Million

Previous $122 Million 10.64%

% of portfolio

2.27%

Previous 2.28%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$35.35 - $42.68 $5.78 Million - $6.98 Million	163,590 Added 5.45%	3,167,590 $135 Million
Q1 2025 Apr 16, 2025	BUY	$40.03 - $46.81 $38.9 Million - $45.5 Million	972,530 Added 47.87%	3,004,000 $122 Million
Q4 2024 Jan 14, 2025	BUY	$44.33 - $49.55 $5.46 Million - $6.11 Million	123,222 Added 6.46%	2,031,470 $91.3 Million
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

967

Shares Held

199M

Call Options Held

51.7K

Put Options Held

1.2K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.

Account

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