N.E.W. Advisory Services LLC Spdr Portfolio S&P 600 Small C Transaction History

N.E.W. Advisory Services LLC

$1.03 Billion
Q4 2024

A detailed history of N.E.W. Advisory Services LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 6,547 shares of SPSM stock, worth $288,657. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,547

Previous 6,174 6.04%

Holding current value

$288,657

Previous $280,000 5.0%

% of portfolio

0.03%

Previous 0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$44.33 - $49.55 $16,535 - $18,482	373 Added 6.04%	6,547 $294,000
Q3 2024 Oct 31, 2024	BUY	$41.02 - $46.01 $40,322 - $45,227	983 Added 18.94%	6,174 $280,000
Q2 2024 Aug 02, 2024	BUY	$39.75 - $43.15 $5,922 - $6,429	149 Added 2.96%	5,191 $215,000
Q1 2024 Apr 24, 2024	BUY	$39.85 - $43.04 $358 - $387	9 Added 0.18%	5,042 $217,000
Q4 2023 Feb 06, 2024	BUY	$34.3 - $42.83 $172,631 - $215,563	5,033 New	5,033 $212,000

Others Institutions Holding SPSM

# of Institutions

969

Shares Held

216M

Call Options Held

94.2K

Put Options Held

14.4K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of N.E.W. Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on N.E.W. Advisory Services LLC with notifications on news.

Account

N.E.W. Advisory Services LLC Spdr Portfolio S&P 600 Small C Transaction History