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

Kestra Private Wealth Services, LLC

  • $4.9 Billion
  • Q2 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 12,998 shares of SPSM stock, worth $628,063. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,998
Holding current value
$628,063
% of portfolio
0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
869
Shares Held
194M
Call Options Held
62.3K
Put Options Held
1.4K
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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