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

Jfs Wealth Advisors, LLC

  • $1.47 Billion
  • Q1 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,272 shares of SPSM stock, worth $52,508. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,272
Previous 1,263 0.71%
Holding current value
$52,508
Previous $56,000 8.93%
% of portfolio
0.0%
Previous 0.0%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$40.03 - $46.81 $360 - $421
9 Added 0.71%
1,272 $51,000
Q4 2024

Jan 30, 2025
SELL
$44.33 - $49.55 $15,559 - $17,392
-351 Reduced 21.75%
1,263 $56,000
Q3 2024

Oct 25, 2024
BUY
$41.02 - $46.01 $82 - $92
2 Added 0.12%
1,614 $73,000
Q2 2024

Jul 15, 2024
BUY
$39.75 - $43.15 $11,964 - $12,988
301 Added 22.96%
1,612 $66,000
Q1 2024

Apr 30, 2024
BUY
$39.85 - $43.04 $9,205 - $9,942
231 Added 21.39%
1,311 $56,000
Q4 2023

Feb 07, 2024
SELL
$34.3 - $42.83 $11,867 - $14,819
-346 Reduced 24.26%
1,080 $45,000
Q3 2023

Nov 02, 2023
SELL
$36.35 - $41.02 $26,208 - $29,575
-721 Reduced 33.58%
1,426 $52,000
Q2 2023

Aug 07, 2023
BUY
$35.57 - $38.94 $35 - $38
1 Added 0.05%
2,147 $83,000
Q1 2023

Apr 19, 2023
BUY
$36.04 - $42.08 $36 - $42
1 Added 0.05%
2,146 $81,000
Q4 2022

Feb 13, 2023
BUY
$34.79 - $39.85 $34 - $39
1 Added 0.05%
2,145 $79,000
Q3 2022

Oct 21, 2022
BUY
$33.99 - $41.52 $33 - $41
1 Added 0.05%
2,144 $73,000
Q2 2022

Aug 02, 2022
BUY
$34.83 - $42.53 $25,182 - $30,749
723 Added 50.92%
2,143 $77,000
Q3 2021

Nov 09, 2021
SELL
$40.71 - $44.23 $66,113 - $71,829
-1,624 Reduced 53.35%
1,420 $60,000
Q2 2021

Aug 04, 2021
BUY
$41.43 - $45.3 $41 - $45
1 Added 0.03%
3,044 $133,000
Q1 2021

Apr 28, 2021
BUY
$35.43 - $44.75 $35 - $44
1 Added 0.03%
3,043 $129,000
Q4 2020

Feb 01, 2021
BUY
$27.77 - $35.98 $999 - $1,295
36 Added 1.2%
3,042 $109,000
Q3 2020

Oct 28, 2020
SELL
$25.57 - $29.57 $2,505 - $2,897
-98 Reduced 3.16%
3,006 $82,000
Q2 2020

Aug 05, 2020
BUY
$19.87 - $29.39 $576 - $852
29 Added 0.94%
3,104 $82,000
Q1 2020

Apr 29, 2020
BUY
$18.96 - $33.37 $10,143 - $17,852
535 Added 21.06%
3,075 $67,000
Q4 2019

Feb 03, 2020
BUY
$28.98 - $32.81 $2,811 - $3,182
97 Added 3.97%
2,540 $83,000
Q3 2019

Oct 31, 2019
BUY
$29.9 - $31.15 $29 - $31
1 Added 0.04%
2,443 $74,000
Q2 2019

Aug 06, 2019
BUY
N/A
2 Added 0.08%
2,442 $75,000
Q1 2019

Apr 23, 2019
BUY
N/A
133 Added 5.77%
2,440 $74,000
Q4 2018

Jan 28, 2019
BUY
N/A
1 Added 0.04%
2,307 $61,000
Q3 2018

Nov 09, 2018
BUY
N/A
563 Added 32.3%
2,306 $77,000
Q2 2018

Jul 26, 2018
BUY
N/A
120 Added 7.39%
1,743 $56,000
Q4 2017

Jan 31, 2018
BUY
N/A
1,082 Added 200.0%
1,623 $49,000
Q3 2017

Oct 20, 2017
BUY
N/A
541
541 $47,000

Others Institutions Holding SPSM

# of Institutions
968
Shares Held
201M
Call Options Held
64.8K
Put Options Held
5.94K
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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