Moneta Group Investment Advisors LLC Spdr Portfolio S&P 600 Small C Transaction History

Moneta Group Investment Advisors LLC

  • $5.03 Billion
  • Q4 2023

A detailed history of Moneta Group Investment Advisors LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 6,166 shares of SPSM stock, worth $266,864. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,166
Holding current value
$266,864
% of portfolio
0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 15, 2024
BUY
$34.3 - $42.83 $211,493 - $264,089
6,166 New
6,166 $260,000
Q2 2023

Aug 15, 2023
BUY
$35.57 - $38.94 $187,453 - $205,213
5,270 New
5,270 $204,000
Q1 2022

May 11, 2022
SELL
N/A
-4,520 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
N/A
4,520 New
4,520 $202,000
Q2 2021

Aug 13, 2021
SELL
N/A
-5,394 Closed
0 $0
Q1 2021

May 14, 2021
SELL
N/A
-1,003 Reduced 15.68%
5,394 $228,000
Q4 2020

Feb 12, 2021
BUY
N/A
6,397 New
6,397 $229,000
Q3 2020

Nov 13, 2020
SELL
N/A
-13,737 Closed
0 $0
Q2 2020

Aug 12, 2020
SELL
N/A
-2,655 Reduced 16.2%
13,737 $365,000
Q1 2020

May 13, 2020
SELL
N/A
-20,047 Reduced 55.02%
16,392 $358,000
Q4 2019

Feb 11, 2020
SELL
N/A
-161 Reduced 0.44%
36,439 $1.19 Million
Q3 2019

Nov 12, 2019
SELL
N/A
-3,217 Reduced 8.08%
36,600 $1.1 Million
Q2 2019

Aug 16, 2019
SELL
N/A
-15,444 Reduced 27.95%
39,817 $1.22 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-109,046 Reduced 66.37%
55,261 $1.22 Million
Q1 2019

May 16, 2019
SELL
N/A
-74,297 Reduced 31.14%
164,307 $4.97 Million
Q1 2019

May 15, 2019
BUY
N/A
79,651 Added 50.11%
238,604 $4.97 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-7,527 Reduced 4.52%
158,953 $4.19 Million
Q3 2018

Nov 13, 2018
BUY
N/A
137,612 Added 476.69%
166,480 $5.53 Million
Q2 2018

Aug 15, 2018
SELL
N/A
-130,730 Reduced 81.91%
28,868 $932,000
Q2 2018

Aug 14, 2018
BUY
N/A
159,598 New
159,598 $5.24 Million

Others Institutions Holding SPSM

# of Institutions
806
Shares Held
186M
Call Options Held
91.7K
Put Options Held
2.7K
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 Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors 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 Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email