Coastal Investment Advisors, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Coastal Investment Advisors, Inc.

  • $234 Million
  • Q4 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 364 shares of SPSM stock, worth $16,802. This represents 0.01% of its overall portfolio holdings.

Number of Shares
364
Previous 1,176 69.05%
Holding current value
$16,802
Previous $53,000 69.81%
% of portfolio
0.01%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$44.33 - $49.55 $35,995 - $40,234
-812 Reduced 69.05%
364 $16,000
Q3 2024

Oct 29, 2024
SELL
$41.02 - $46.01 $870,772 - $976,700
-21,228 Reduced 94.75%
1,176 $53,000
Q2 2024

Jul 15, 2024
SELL
$39.75 - $43.15 $77,433 - $84,056
-1,948 Reduced 8.0%
22,404 $930,000
Q1 2024

Apr 19, 2024
BUY
$39.85 - $43.04 $7,332 - $7,919
184 Added 0.76%
24,352 $1.05 Million
Q4 2023

Jan 19, 2024
BUY
$34.3 - $42.83 $214,752 - $268,158
6,261 Added 34.96%
24,168 $1.02 Million
Q3 2023

Oct 20, 2023
BUY
$36.35 - $41.02 $25,554 - $28,837
703 Added 4.09%
17,907 $660,000
Q2 2023

Aug 09, 2023
BUY
$35.57 - $38.94 $396,036 - $433,557
11,134 Added 183.43%
17,204 $668,000
Q1 2023

May 05, 2023
BUY
$36.04 - $42.08 $19,822 - $23,144
550 Added 9.96%
6,070 $229,000
Q4 2022

Feb 10, 2023
SELL
$34.79 - $39.85 $9,741 - $11,158
-280 Reduced 4.83%
5,520 $204,000
Q3 2022

Oct 27, 2022
BUY
$33.99 - $41.52 $3,399 - $4,152
100 Added 1.75%
5,800 $198,000
Q2 2022

Aug 09, 2022
BUY
$34.83 - $42.53 $198,531 - $242,421
5,700 New
5,700 $207,000

Others Institutions Holding SPSM

# of Institutions
914
Shares Held
204M
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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