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

Exencial Wealth Advisors, LLC

  • $2.66 Billion
  • Q4 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 10,699 shares of SPSM stock, worth $488,944. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,699
Previous 10,642 0.54%
Holding current value
$488,944
Previous $484,000 0.83%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$44.33 - $49.55 $2,526 - $2,824
57 Added 0.54%
10,699 $480,000
Q3 2023

Nov 08, 2023
SELL
$36.35 - $41.02 $254 - $287
-7 Reduced 0.07%
10,642 $392,000
Q2 2023

Aug 10, 2023
BUY
$35.57 - $38.94 $378,784 - $414,672
10,649 New
10,649 $413,000

Others Institutions Holding SPSM

# of Institutions
962
Shares Held
215M
Call Options Held
94.4K
Put Options Held
11.1K
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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