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

Octavia Wealth Advisors, LLC

  • $806 Million
  • Q3 2024

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 162,373 shares of SPSM stock, worth $7.64 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
162,373
Previous 137,369 18.2%
Holding current value
$7.64 Million
Previous $5.7 Million 29.54%
% of portfolio
0.92%
Previous 0.78%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
889
Shares Held
197M
Call Options Held
39.5K
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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