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

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 4,558 shares of SPSM stock, worth $214,545. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,558
Holding current value
$214,545
% of portfolio
0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$41.02 - $46.01 $186,969 - $209,713
4,558 New
4,558 $207,000
Q2 2023

Aug 08, 2023
SELL
$35.57 - $38.94 $5,015 - $5,490
-141 Reduced 2.4%
5,724 $222,000
Q1 2023

Apr 26, 2023
SELL
$36.04 - $42.08 $3,207 - $3,745
-89 Reduced 1.49%
5,865 $221,000
Q4 2022

Feb 02, 2023
SELL
$34.79 - $39.85 $1,948 - $2,231
-56 Reduced 0.93%
5,954 $220,000
Q3 2022

Oct 13, 2022
SELL
$33.99 - $41.52 $27,939 - $34,129
-822 Reduced 12.03%
6,010 $205,000
Q2 2022

Jul 22, 2022
BUY
$34.83 - $42.53 $237,958 - $290,564
6,832 New
6,832 $246,000
Q1 2020

Apr 10, 2020
SELL
$18.96 - $33.37 $116,281 - $204,658
-6,133 Closed
0 $0
Q4 2019

Jan 13, 2020
BUY
$28.98 - $32.81 $177,734 - $201,223
6,133 New
6,133 $200,000

Others Institutions Holding SPSM

# of Institutions
889
Shares Held
197M
Call Options Held
39.5K
Put Options Held
5.8K
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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