A detailed history of Kingsview Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 55,623 shares of SPSM stock, worth $2.62 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
55,623
Previous 41,832 32.97%
Holding current value
$2.62 Million
Previous $1.74 Million 45.71%
% of portfolio
0.06%
Previous 0.04%

Shares

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

Nov 12, 2024

BUY
$41.02 - $46.01 $565,706 - $634,523
13,791 Added 32.97%
55,623 $2.53 Million
Q2 2024

Aug 14, 2024

SELL
$39.75 - $43.15 $91,226 - $99,029
-2,295 Reduced 5.2%
41,832 $1.74 Million
Q1 2024

May 09, 2024

BUY
$39.85 - $43.04 $352,074 - $380,258
8,835 Added 25.03%
44,127 $1.9 Million
Q4 2023

Feb 08, 2024

BUY
$34.3 - $42.83 $81,565 - $101,849
2,378 Added 7.22%
35,292 $1.49 Million
Q3 2023

Nov 07, 2023

BUY
$36.35 - $41.02 $43,474 - $49,059
1,196 Added 3.77%
32,914 $1.21 Million
Q2 2023

Aug 10, 2023

BUY
$35.57 - $38.94 $58,228 - $63,744
1,637 Added 5.44%
31,718 $1.23 Million
Q1 2023

May 15, 2023

SELL
$36.04 - $42.08 $6,270 - $7,321
-174 Reduced 0.58%
30,081 $1.14 Million
Q4 2022

Feb 13, 2023

BUY
$34.79 - $39.85 $765 - $876
22 Added 0.07%
30,255 $1.12 Million
Q3 2022

Nov 14, 2022

SELL
$33.99 - $41.52 $98,163 - $119,909
-2,888 Reduced 8.72%
30,233 $1.03 Million
Q2 2022

Aug 16, 2022

BUY
$34.83 - $42.53 $229,251 - $279,932
6,582 Added 24.8%
33,121 $1.19 Million
Q1 2022

Feb 08, 2024

SELL
$39.91 - $45.5 $489,057 - $557,557
-12,254 Reduced 34.72%
23,038 $0
Q4 2021

Feb 17, 2022

BUY
$42.23 - $46.94 $26,858 - $29,853
636 Added 2.46%
26,539 $1.19 Million
Q3 2021

Dec 03, 2021

SELL
$40.71 - $44.23 $35,254 - $38,303
-866 Reduced 3.24%
25,903 $1.1 Million
Q2 2021

Aug 17, 2021

BUY
$41.43 - $45.3 $94,874 - $103,737
2,290 Added 9.35%
26,769 $1.18 Million
Q1 2021

May 24, 2021

SELL
$35.43 - $44.75 $73,410 - $92,722
-2,072 Reduced 7.8%
24,479 $1.05 Million
Q4 2020

Feb 16, 2021

BUY
$27.77 - $35.98 $40,738 - $52,782
1,467 Added 5.85%
26,551 $951,000
Q3 2020

Nov 19, 2020

BUY
$25.57 - $29.57 $27,794 - $32,142
1,087 Added 4.53%
25,084 $687,000
Q2 2020

Aug 14, 2020

BUY
$19.87 - $29.39 $89,931 - $133,019
4,526 Added 23.24%
23,997 $638,000
Q1 2020

May 11, 2020

BUY
$18.96 - $33.37 $132,359 - $232,955
6,981 Added 55.89%
19,471 $425,000
Q4 2019

Jan 31, 2020

BUY
$28.98 - $32.81 $361,960 - $409,796
12,490 New
12,490 $408,000
Q4 2019

Jan 30, 2020

SELL
$28.98 - $32.81 $492,833 - $557,966
-17,006 Closed
0 $0
Q3 2019

Jan 29, 2020

SELL
$29.9 - $31.15 $16,295 - $16,976
-545 Reduced 3.11%
17,006 $510,000
Q2 2019

Jan 29, 2020

BUY
N/A
6,462 Added 58.27%
17,551 $538,000
Q1 2019

Jan 29, 2020

SELL
N/A
-2,375 Reduced 17.64%
11,089 $335,000
Q4 2018

Jan 29, 2020

BUY
N/A
5,913 Added 78.31%
13,464 $355,000
Q3 2018

Jan 29, 2020

BUY
N/A
7,551 New
7,551 $251,000

Others Institutions Holding SPSM

About SPDR PORTFOLIO S&P 600 SMALL C


  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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