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

Heartwood Wealth Advisors LLC

  • $1.02 Billion
  • Q3 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 3,373 shares of SPSM stock, worth $153,673. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,373
Holding current value
$153,673
% of portfolio
0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025
BUY
$42.26 - $47.16 $142,542 - $159,070
3,373 New
3,373 $156,000
Q4 2022

Jan 12, 2023
BUY
$34.79 - $39.85 $635,300 - $727,700
18,261 New
18,261 $0

Others Institutions Holding SPSM

# of Institutions
1,006
Shares Held
206M
Call Options Held
47K
Put Options Held
1.2K
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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