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

Financial Synergies Wealth Advisors, Inc.

$822 Billion
Q1 2025

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 17,508 shares of SPSM stock, worth $722,730. This represents 0.09% of its overall portfolio holdings.

Number of Shares

17,508

Previous 17,849 1.91%

Holding current value

$722,730

Previous $802 Million 10.99%

% of portfolio

0.09%

Previous 0.1%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$40.03 - $46.81 $13,650 - $15,962	-341 Reduced 1.91%	17,508 $714 Million
Q4 2024 Jan 27, 2025	SELL	$44.33 - $49.55 $47,034 - $52,572	-1,061 Reduced 5.61%	17,849 $802 Million
Q3 2024 Oct 07, 2024	SELL	$41.02 - $46.01 $277,705 - $311,487	-6,770 Reduced 26.36%	18,910 $861 Million
Q2 2024 Jul 23, 2024	SELL	$39.75 - $43.15 $1.42 Million - $1.54 Million	-35,755 Reduced 58.2%	25,680 $1.07 Billion
Q1 2024 Apr 12, 2024	SELL	$39.85 - $43.04 $8.33 Million - $9 Million	-209,126 Reduced 77.29%	61,435 $2.64 Billion
Q4 2023 Apr 04, 2024	SELL	$34.3 - $42.83 $441,886 - $551,778	-12,883 Reduced 4.55%	270,561 $10 Billion
Q3 2023 Apr 04, 2024	BUY	$36.35 - $41.02 $338,709 - $382,224	9,318 Added 3.4%	283,444 $10.5 Billion
Q2 2023 Apr 04, 2024	BUY	$35.57 - $38.94 $319,916 - $350,226	8,994 Added 3.39%	274,126 $10.6 Billion
Q1 2023 Apr 04, 2024	SELL	$36.04 - $42.08 $195,661 - $228,452	-5,429 Reduced 2.01%	265,132 $10 Billion
Q4 2022 Apr 04, 2024	SELL	$34.79 - $39.85 $27,449 - $31,441	-789 Reduced 0.29%	270,561 $10 Billion
Q3 2022 Apr 04, 2024	BUY	$33.99 - $41.52 $299,383 - $365,708	8,808 Added 3.35%	271,350 $9.24 Billion
Q2 2022 Apr 04, 2024	BUY	$34.83 - $42.53 $9.14 Million - $11.2 Million	262,542 New	262,542 $9.45 Billion
Q1 2022 Apr 05, 2024	SELL	$39.91 - $45.5 $175,923 - $200,564	-4,408 Reduced 1.75%	247,306 $10.4 Billion
Q4 2021 Apr 05, 2024	SELL	$42.23 - $46.94 $233,996 - $260,094	-5,541 Reduced 2.15%	251,714 $11.2 Billion
Q3 2021 Apr 05, 2024	BUY	$40.71 - $44.23 $34,359 - $37,330	844 Added 0.33%	257,255 $11 Billion
Q2 2021 Apr 05, 2024	BUY	$41.43 - $45.3 $461,737 - $504,868	11,145 Added 4.54%	256,411 $11.3 Billion
Q1 2021 Apr 05, 2024	BUY	$35.43 - $44.75 $122,694 - $154,969	3,463 Added 1.43%	245,266 $10.4 Billion
Q4 2020 Apr 05, 2024	BUY	$27.77 - $35.98 $4.33 Million - $5.61 Million	155,980 Added 181.75%	241,803 $8.66 Billion
Q3 2020 Apr 05, 2024	SELL	$25.57 - $29.57 $4.72 Million - $5.46 Million	-184,738 Reduced 68.28%	85,823 $2.35 Billion

Others Institutions Holding SPSM

# of Institutions

968

Shares Held

201M

Call Options Held

64.8K

Put Options Held

5.94K

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 Financial Synergies Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Synergies Wealth Advisors, Inc. with notifications on news.

Account

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