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

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

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 1,263 shares of SPSM stock, worth $58,401. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,263

Previous 1,614 21.75%

Holding current value

$58,401

Previous $73,000 23.29%

% of portfolio

0.0%

Previous 0.0%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

913

Shares Held

204M

Call Options Held

39.5K

Put Options Held

5.8K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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