Davies Financial Advisors, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Davies Financial Advisors, Inc.

  • $123 Billion
  • Q3 2025

A detailed history of Davies Financial Advisors, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 16,015 shares of SPSM stock, worth $735,568. This represents 0.6% of its overall portfolio holdings.

Number of Shares
16,015
Previous 16,733 4.29%
Holding current value
$735,568
Previous $713 Million 4.06%
% of portfolio
0.6%
Previous 0.55%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$42.26 - $47.16 $30,342 - $33,860
-718 Reduced 4.29%
16,015 $742 Million
Q2 2025

Aug 08, 2025
SELL
$35.35 - $42.68 $335,082 - $404,563
-9,479 Reduced 36.16%
16,733 $713 Million
Q1 2025

Apr 21, 2025
BUY
$40.03 - $46.81 $83,742 - $97,926
2,092 Added 8.67%
26,212 $1.07 Billion
Q4 2024

Jan 16, 2025
BUY
$44.33 - $49.55 $439,221 - $490,941
9,908 Added 69.72%
24,120 $1.08 Billion
Q3 2024

Oct 09, 2024
BUY
$41.02 - $46.01 $582,976 - $653,894
14,212 New
14,212 $647 Million

Others Institutions Holding SPSM

# of Institutions
986
Shares Held
199M
Call Options Held
51.7K
Put Options Held
1.2K
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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