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

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 6,359 shares of SPSM stock, worth $309,110. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,359

Previous 7,128 10.79%

Holding current value

$309,110

Previous $296,000 2.36%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$41.02 - $46.01 $31,544 - $35,381	-769 Reduced 10.79%	6,359 $289,000
Q2 2024 Aug 13, 2024	BUY	$39.75 - $43.15 $29,494 - $32,017	742 Added 11.62%	7,128 $296,000
Q1 2024 Jun 11, 2024	BUY	$39.85 - $43.04 $133,338 - $144,011	3,346 Added 110.07%	6,386 $274,000
Q4 2023 Feb 09, 2024	BUY	$34.3 - $42.83 $96,794 - $120,866	2,822 Added 1294.5%	3,040 $128,000
Q2 2023 Aug 04, 2023	SELL	$35.57 - $38.94 $6,224 - $6,814	-175 Reduced 44.53%	218 $8,000
Q1 2023 May 11, 2023	BUY	$36.04 - $42.08 $6,991 - $8,163	194 Added 97.49%	393 $14,000
Q4 2022 Feb 09, 2023	BUY	$34.79 - $39.85 $6,923 - $7,930	199 New	199 $7,000

Others Institutions Holding SPSM

# of Institutions

891

Shares Held

198M

Call Options Held

39.5K

Put Options Held

5.8K

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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

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