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

Financial Synergies Wealth Advisors, Inc.

$806 Billion
Q4 2024

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 17,849 shares of SPSM stock, worth $786,962. This represents 0.1% of its overall portfolio holdings.

Number of Shares

17,849

Previous 18,910 5.61%

Holding current value

$786,962

Previous $861 Million 6.83%

% of portfolio

0.1%

Previous 0.11%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

969

Shares Held

216M

Call Options Held

94.2K

Put Options Held

14.4K

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