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

Financial Insights, Inc.

$248 Million
Q1 2025

A detailed history of Financial Insights, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Financial Insights, Inc. holds 201,976 shares of SPSM stock, worth $8.3 Million. This represents 3.32% of its overall portfolio holdings.

Number of Shares

201,976

Previous 176,049 14.73%

Holding current value

$8.3 Million

Previous $7.91 Million 4.1%

% of portfolio

3.32%

Previous 3.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$40.03 - $46.81 $1.04 Million - $1.21 Million	25,927 Added 14.73%	201,976 $8.23 Million
Q4 2024 Mar 05, 2025	SELL	$44.33 - $49.55 $793,639 - $887,093	-17,903 Reduced 9.23%	176,049 $7.91 Million
Q3 2024 Oct 22, 2024	SELL	$41.02 - $46.01 $2.82 Million - $3.16 Million	-68,767 Reduced 26.18%	193,952 $8.83 Million
Q2 2024 Jul 16, 2024	BUY	$39.75 - $43.15 $445,279 - $483,366	11,202 Added 4.45%	262,719 $10.9 Million
Q1 2024 Apr 25, 2024	SELL	$39.85 - $43.04 $966,402 - $1.04 Million	-24,251 Reduced 8.79%	251,517 $10.8 Million
Q4 2023 Jan 24, 2024	BUY	$34.3 - $42.83 $2.86 Million - $3.57 Million	83,440 Added 43.38%	275,768 $11.6 Million
Q3 2023 Dec 06, 2023	BUY	$36.35 - $41.02 $6.99 Million - $7.89 Million	192,328 New	192,328 $7.1 Million

Others Institutions Holding SPSM

# of Institutions

967

Shares Held

201M

Call Options Held

64.8K

Put Options Held

5.94K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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