Octavia Wealth Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History

Octavia Wealth Advisors, LLC

  • $871 Million
  • Q2 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 369,070 shares of SPSM stock, worth $16 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares
369,070
Previous 395,581 6.7%
Holding current value
$16 Million
Previous $16.1 Million 2.1%
% of portfolio
1.81%
Previous 1.96%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$35.35 - $42.68 $937,163 - $1.13 Million
-26,511 Reduced 6.7%
369,070 $15.7 Million
Q1 2025

Apr 14, 2025
BUY
$40.03 - $46.81 $8.96 Million - $10.5 Million
223,938 Added 130.47%
395,581 $16.1 Million
Q4 2024

Jan 17, 2025
BUY
$44.33 - $49.55 $410,939 - $459,328
9,270 Added 5.71%
171,643 $7.71 Million
Q3 2024

Oct 10, 2024
BUY
$41.02 - $46.01 $1.03 Million - $1.15 Million
25,004 Added 18.2%
162,373 $7.39 Million
Q2 2024

Aug 01, 2024
BUY
$39.75 - $43.15 $1.27 Million - $1.38 Million
31,936 Added 30.29%
137,369 $5.7 Million
Q1 2024

Apr 15, 2024
BUY
$39.85 - $43.04 $3.65 Million - $3.94 Million
91,642 Added 664.51%
105,433 $4.54 Million
Q4 2023

Jan 30, 2024
BUY
$34.3 - $42.83 $473,031 - $590,668
13,791 New
13,791 $581,000
Q4 2022

Jan 19, 2023
BUY
$34.79 - $39.85 $230,831 - $264,404
6,635 New
6,635 $0

Others Institutions Holding SPSM

# of Institutions
976
Shares Held
201M
Call Options Held
64.8K
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
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