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

Crewe Advisors LLC

$709 Million
Q4 2024

A detailed history of Crewe Advisors LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Crewe Advisors LLC holds 411 shares of SPSM stock, worth $18,120. This represents 0.0% of its overall portfolio holdings.

Number of Shares

411

Holding current value

$18,120

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$44.33 - $49.55 $18,219 - $20,365	411 New	411 $18,000
Q2 2023 Jul 28, 2023	BUY	$35.57 - $38.94 $9,283 - $10,163	261 Added 1087.5%	285 $11,000
Q1 2022 Apr 27, 2022	BUY	$39.91 - $45.5 $957 - $1,092	24 New	24 $1,000

Others Institutions Holding SPSM

# of Institutions

969

Shares Held

216M

Call Options Held

94.2K

Put Options Held

14.4K

Financial Engines Advisors L.L.C. Santa Clara, CA

22.1M
Shares

$975 Million
2.1% of portfolio
Lpl Financial LLC Fort Mill, SC

21M
Shares

$927 Million
0.4% of portfolio
Betterment LLC New York, NY

16.2M
Shares

$713 Million
1.75% of portfolio
Bank Of America Corp Charlotte, NC

6.51M
Shares

$287 Million
0.03% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.54M
Shares

$244 Million
0.05% of portfolio

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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