Independent Solutions Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History

Independent Solutions Wealth Management, LLC

  • $442 Billion
  • Q3 2024

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Dec 19, 2024
SELL
$36.35 - $41.02 $241,182 - $272,167
-6,635 Closed
0 $0
Q2 2023

Dec 19, 2024
SELL
$35.57 - $38.94 $8,928 - $9,773
-251 Reduced 3.65%
6,635 $258 Million
Q1 2023

Dec 19, 2024
SELL
$36.04 - $42.08 $10,992 - $12,834
-305 Reduced 4.24%
6,886 $260 Million
Q4 2022

Dec 19, 2024
SELL
$34.79 - $39.85 $82,765 - $94,803
-2,379 Reduced 24.86%
7,191 $266 Million
Q3 2022

Dec 19, 2024
BUY
$33.99 - $41.52 $101,154 - $123,563
2,976 Added 45.13%
9,570 $326 Million
Q2 2022

Dec 19, 2024
SELL
$34.83 - $42.53 $1,880 - $2,296
-54 Reduced 0.81%
6,594 $237 Million
Q1 2022

Dec 19, 2024
BUY
$39.91 - $45.5 $798 - $910
20 Added 0.3%
6,648 $280 Million
Q4 2021

Dec 19, 2024
SELL
$42.23 - $46.94 $4,729 - $5,257
-112 Reduced 1.66%
6,628 $296 Million
Q3 2021

Dec 19, 2024
SELL
$40.71 - $44.23 $14,370 - $15,613
-353 Reduced 4.98%
6,740 $287 Million
Q2 2021

Dec 19, 2024
BUY
$41.43 - $45.3 $23,697 - $25,911
572 Added 8.77%
7,093 $312 Million
Q1 2021

Dec 19, 2024
SELL
$35.43 - $44.75 $56,971 - $71,958
-1,608 Reduced 19.78%
6,521 $276 Million
Q4 2020

Dec 19, 2024
SELL
$27.77 - $35.98 $14,218 - $18,421
-512 Reduced 5.93%
8,129 $291 Million
Q3 2020

Dec 19, 2024
SELL
$25.57 - $29.57 $5,011 - $5,795
-196 Reduced 2.22%
8,641 $237 Million
Q2 2020

Dec 19, 2024
BUY
$19.87 - $29.39 $5,662 - $8,376
285 Added 3.33%
8,837 $235 Million
Q4 2019

Dec 13, 2024
BUY
$28.98 - $32.81 $247,836 - $280,591
8,552 New
8,552 $279 Million

Others Institutions Holding SPSM

# of Institutions
892
Shares Held
198M
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
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