Global Wealth Management Investment Advisory, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$35.57 - $38.94 $782 - $856	22 New	22 $0
Q2 2022 Aug 15, 2022	SELL	$34.83 - $42.53 $6,130 - $7,485	-176 Reduced 88.89%	22 $1,000
Q2 2021 Aug 11, 2021	SELL	$41.43 - $45.3 $3,811 - $4,167	-92 Reduced 31.72%	198 $9,000
Q1 2021 May 17, 2021	SELL	$35.43 - $44.75 $318 - $402	-9 Reduced 3.01%	290 $12,000
Q4 2020 Feb 16, 2021	SELL	$27.77 - $35.98 $4,831 - $6,260	-174 Reduced 36.79%	299 $11,000
Q3 2020 Nov 16, 2020	SELL	$25.57 - $29.57 $16,390 - $18,954	-641 Reduced 57.54%	473 $13,000
Q2 2020 Aug 12, 2020	SELL	$19.87 - $29.39 $1.75 Million - $2.58 Million	-87,918 Reduced 98.75%	1,114 $30,000
Q1 2020 May 14, 2020	SELL	$18.96 - $33.37 $61,676 - $108,552	-3,253 Reduced 3.52%	89,032 $1.94 Million
Q4 2019 Feb 14, 2020	SELL	$28.98 - $32.81 $11,331 - $12,828	-391 Reduced 0.42%	92,285 $3.01 Million
Q3 2019 Nov 14, 2019	BUY	$29.9 - $31.15 $37,494 - $39,062	1,254 Added 1.37%	92,676 $2.78 Million
Q2 2019 Aug 20, 2019	BUY	N/A	3,554 Added 4.04%	91,422 $2.8 Million
Q1 2019 May 10, 2019	BUY	N/A	25,040 Added 39.85%	87,868 $2.66 Million
Q4 2018 Feb 14, 2019	BUY	N/A	62,828 New	62,828 $1.66 Million

Others Institutions Holding SPSM

# of Institutions

892

Shares Held

198M

Call Options Held

39.5K

Put Options Held

5.8K

Financial Engines Advisors L.L.C. Santa Clara, CA

22.2M
Shares

$1.01 Billion
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$887 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$704 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$280 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$254 Million
0.05% of portfolio

View Full List

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