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

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 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 6,386 shares of SPSM stock, worth $263,869. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,386
Previous 3,040 110.07%
Holding current value
$263,869
Previous $130,000 110.77%
% of portfolio
0.02%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$36.34 - $39.85 $7,231 - $7,930
199 New
199 $7,000

Others Institutions Holding SPSM

# of Institutions
802
Shares Held
185M
Call Options Held
91.7K
Put Options Held
2.7K
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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