Kestra Private Wealth Services, LLC Spdr Portfolio S&P 600 Small C Transaction History

Kestra Private Wealth Services, LLC

  • $5.3 Billion
  • Q3 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 12,771 shares of SPSM stock, worth $620,798. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,771
Previous 12,998 1.75%
Holding current value
$620,798
Previous $539,000 7.79%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$41.02 - $46.01 $9,311 - $10,444
-227 Reduced 1.75%
12,771 $581,000
Q2 2024

Aug 12, 2024
BUY
$39.75 - $43.15 $516,670 - $560,863
12,998 New
12,998 $539,000
Q4 2023

Feb 05, 2024
BUY
$34.3 - $42.83 $14,646 - $18,288
427 Added 5.47%
8,230 $347,000
Q3 2023

Nov 07, 2023
BUY
$36.35 - $41.02 $36,131 - $40,773
994 Added 14.6%
7,803 $287,000
Q2 2023

Aug 08, 2023
BUY
$35.57 - $38.94 $44,284 - $48,480
1,245 Added 22.38%
6,809 $264,000
Q1 2023

May 12, 2023
BUY
$36.04 - $42.08 $200,526 - $234,133
5,564 New
5,564 $210,000

Others Institutions Holding SPSM

# of Institutions
889
Shares Held
197M
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
  • Sector ETFs
  • Industry ETFs
More about SPSM
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email