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

Outlook Wealth Advisors, LLC

  • $285 Million
  • Q1 2024

A detailed history of Outlook Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 20,711 shares of SPSM stock, worth $856,606. This represents 0.31% of its overall portfolio holdings.

Number of Shares
20,711
Previous 26,596 22.13%
Holding current value
$856,606
Previous $1.12 Million 20.52%
% of portfolio
0.31%
Previous 0.47%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$39.85 - $43.04 $234,517 - $253,290
-5,885 Reduced 22.13%
20,711 $891,000
Q4 2023

Jan 29, 2024
BUY
$34.3 - $42.83 $52,204 - $65,187
1,522 Added 6.07%
26,596 $1.12 Million
Q3 2023

Oct 10, 2023
BUY
$36.35 - $41.02 $421,878 - $476,078
11,606 Added 86.17%
25,074 $925,000
Q2 2023

Jul 10, 2023
SELL
$35.57 - $38.94 $172,372 - $188,703
-4,846 Reduced 26.46%
13,468 $523,000
Q1 2023

Apr 18, 2023
SELL
$36.04 - $42.08 $745,919 - $870,929
-20,697 Reduced 53.05%
18,314 $691,000
Q4 2022

Feb 14, 2023
SELL
$36.34 - $39.85 $21,149 - $23,192
-582 Reduced 1.47%
39,011 $1.44 Million
Q3 2022

Oct 25, 2022
SELL
N/A
-940 Reduced 2.32%
39,593 $1.35 Million
Q2 2022

Jul 28, 2022
SELL
N/A
-1,930 Reduced 4.55%
40,533 $1.46 Million
Q1 2022

Jul 28, 2022
BUY
N/A
2,610 Added 6.55%
42,463 $1.79 Million
Q1 2022

May 13, 2022
SELL
N/A
-3,152 Reduced 7.33%
39,853 $1.68 Million
Q4 2021

Jan 21, 2022
SELL
N/A
-706 Reduced 1.62%
43,005 $1.92 Million
Q3 2021

Oct 22, 2021
SELL
N/A
-276 Reduced 0.63%
43,711 $1.86 Million
Q2 2021

Jul 21, 2021
SELL
N/A
-1,294 Reduced 2.86%
43,987 $1.93 Million
Q1 2021

May 04, 2021
SELL
N/A
-1,768 Reduced 3.76%
45,281 $1.91 Million
Q4 2020

Feb 04, 2021
SELL
N/A
-1,149 Reduced 2.38%
47,049 $1.68 Million
Q3 2020

Nov 10, 2020
SELL
N/A
-3,658 Reduced 7.05%
48,198 $1.32 Million
Q2 2020

Jul 17, 2020
SELL
N/A
-2,946 Reduced 5.38%
51,856 $1.38 Million
Q1 2020

Apr 16, 2020
BUY
N/A
3,252 Added 6.31%
54,802 $1.2 Million
Q4 2019

Feb 12, 2020
SELL
N/A
-17,040 Reduced 24.84%
51,550 $1.68 Million
Q3 2019

Oct 17, 2019
BUY
N/A
392 Added 0.57%
68,590 $2.06 Million
Q2 2019

Aug 15, 2019
BUY
N/A
3,883 Added 6.04%
68,198 $2.09 Million
Q1 2019

May 06, 2019
BUY
N/A
51,367 Added 396.72%
64,315 $1.95 Million
Q4 2018

Feb 13, 2019
BUY
N/A
12,948 New
12,948 $3.41 Million

Others Institutions Holding SPSM

# of Institutions
803
Shares Held
185M
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
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