A detailed history of Opal Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 39,239 shares of SPSM stock, worth $1.78 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
39,239
Previous 38,077 3.05%
Holding current value
$1.78 Million
Previous $1.58 Million 12.9%
% of portfolio
0.57%
Previous 0.51%

Shares

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

Oct 15, 2024

BUY
$41.02 - $46.01 $47,665 - $53,463
1,162 Added 3.05%
39,239 $1.79 Million
Q2 2024

Jul 12, 2024

BUY
$39.75 - $43.15 $51,237 - $55,620
1,289 Added 3.5%
38,077 $1.58 Million
Q1 2024

Apr 11, 2024

BUY
$39.85 - $43.04 $168,764 - $182,274
4,235 Added 13.01%
36,788 $1.58 Million
Q4 2023

Jan 19, 2024

BUY
$34.3 - $42.83 $80,879 - $100,993
2,358 Added 7.81%
32,553 $1.37 Million
Q3 2023

Oct 18, 2023

SELL
$36.35 - $41.02 $12,504 - $14,110
-344 Reduced 1.13%
30,195 $1.11 Million
Q2 2023

Jul 27, 2023

BUY
$35.57 - $38.94 $79,285 - $86,797
2,229 Added 7.87%
30,539 $1.19 Million
Q1 2023

Apr 19, 2023

BUY
$36.04 - $42.08 $64,727 - $75,575
1,796 Added 6.77%
28,310 $1.07 Million
Q4 2022

Feb 03, 2023

BUY
$34.79 - $39.85 $8,071 - $9,245
232 Added 0.88%
26,514 $980,000
Q3 2022

Oct 17, 2022

BUY
$33.99 - $41.52 $47,687 - $58,252
1,403 Added 5.64%
26,282 $895,000
Q2 2022

Aug 10, 2022

BUY
$34.83 - $42.53 $49,806 - $60,817
1,430 Added 6.1%
24,879 $895,000
Q1 2022

May 09, 2022

BUY
$39.91 - $45.5 $373,238 - $425,516
9,352 Added 66.34%
23,449 $986,000
Q4 2021

Jan 31, 2022

BUY
$42.23 - $46.94 $48,184 - $53,558
1,141 Added 8.81%
14,097 $630,000
Q3 2021

Nov 05, 2021

BUY
$40.71 - $44.23 $116,186 - $126,232
2,854 Added 28.25%
12,956 $552,000
Q2 2021

Aug 02, 2021

BUY
$41.43 - $45.3 $3,562 - $3,895
86 Added 0.86%
10,102 $444,000
Q1 2021

Apr 29, 2021

SELL
$35.43 - $44.75 $1,877 - $2,371
-53 Reduced 0.53%
10,016 $423,000
Q4 2020

Feb 11, 2021

BUY
$27.77 - $35.98 $279,616 - $362,282
10,069 New
10,069 $360,000

Others Institutions Holding SPSM

About SPDR PORTFOLIO S&P 600 SMALL C


  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
Track This Portfolio

Track Opal Wealth Advisors, LLC Portfolio

Follow Opal Wealth 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 Opal Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Opal Wealth Advisors, LLC with notifications on news.