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

Coastal Investment Advisors, Inc.

$281 Million
Q3 2025

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 1,000 shares of SPSM stock, worth $45,930. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,000

Previous 366 173.22%

Holding current value

$45,930

Previous $15,000 206.67%

% of portfolio

0.02%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$42.26 - $47.16 $26,792 - $29,899	634 Added 173.22%	1,000 $46,000
Q2 2025 Jul 22, 2025	SELL	$35.35 - $42.68 $3,994 - $4,822	-113 Reduced 23.59%	366 $15,000
Q1 2025 May 01, 2025	BUY	$40.03 - $46.81 $4,603 - $5,383	115 Added 31.59%	479 $19,000
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

981

Shares Held

200M

Call Options Held

51.7K

Put Options Held

1.2K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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