Paladin Advisory Group, LLC Spdr Portfolio S&P 600 Small C Transaction History

Paladin Advisory Group, LLC

$122 Million
Q1 2025

A detailed history of Paladin Advisory Group, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 9,741 shares of SPSM stock, worth $395,484. This represents 0.32% of its overall portfolio holdings.

Number of Shares

9,741

Previous 11,512 15.38%

Holding current value

$395,484

Previous $517,000 23.6%

% of portfolio

0.32%

Previous 0.4%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$40.03 - $46.81 $70,893 - $82,900	-1,771 Reduced 15.38%	9,741 $395,000
Q4 2024 Jan 23, 2025	BUY	$44.33 - $49.55 $12,900 - $14,419	291 Added 2.59%	11,512 $517,000
Q3 2024 Nov 05, 2024	SELL	$41.02 - $46.01 $9,434 - $10,582	-230 Reduced 2.01%	11,221 $510,000
Q1 2024 May 08, 2024	SELL	$39.85 - $43.04 $37,977 - $41,017	-953 Reduced 7.68%	11,451 $492,000
Q4 2023 Jan 31, 2024	SELL	$34.3 - $42.83 $15,160 - $18,930	-442 Reduced 3.44%	12,404 $523,000
Q3 2023 Oct 17, 2023	SELL	$36.35 - $41.02 $13,703 - $15,464	-377 Reduced 2.85%	12,846 $474,000
Q2 2023 Aug 03, 2023	BUY	$35.57 - $38.94 $19,848 - $21,728	558 Added 4.41%	13,223 $513,000
Q1 2023 Apr 21, 2023	BUY	$36.04 - $42.08 $456,446 - $532,943	12,665 New	12,665 $478,000
Q1 2022 Apr 15, 2022	BUY	$39.91 - $45.5 $243,291 - $277,368	6,096 New	6,096 $259,000

Others Institutions Holding SPSM

# of Institutions

980

Shares Held

217M

Call Options Held

94.2K

Put Options Held

14.4K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Paladin Advisory Group, LLC Spdr Portfolio S&P 600 Small C Transaction History