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

Sightline Wealth Advisors, LLC

  • $181 Million
  • Q3 2024

A detailed history of Sightline Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 9,696 shares of SPSM stock, worth $456,390. This represents 0.24% of its overall portfolio holdings.

Number of Shares
9,696
Previous 12,190 20.46%
Holding current value
$456,390
Previous $506,000 12.85%
% of portfolio
0.24%
Previous 0.32%

Shares

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

Oct 21, 2024
SELL
$41.02 - $46.01 $102,303 - $114,748
-2,494 Reduced 20.46%
9,696 $441,000
Q2 2024

Aug 02, 2024
SELL
$39.75 - $43.15 $56,961 - $61,833
-1,433 Reduced 10.52%
12,190 $506,000
Q1 2024

Apr 24, 2024
SELL
$39.85 - $43.04 $314,296 - $339,456
-7,887 Reduced 36.67%
13,623 $586,000
Q4 2023

Jan 23, 2024
SELL
$34.3 - $42.83 $59,681 - $74,524
-1,740 Reduced 7.48%
21,510 $907,000
Q3 2023

Nov 01, 2023
SELL
$36.35 - $41.02 $529,728 - $597,784
-14,573 Reduced 38.53%
23,250 $857,000
Q2 2023

Jul 14, 2023
BUY
$35.57 - $38.94 $55,382 - $60,629
1,557 Added 4.29%
37,823 $1.47 Million
Q1 2023

May 02, 2023
BUY
$36.04 - $42.08 $44,797 - $52,305
1,243 Added 3.55%
36,266 $1.37 Million
Q4 2022

Jan 26, 2023
BUY
$34.79 - $39.85 $76,364 - $87,470
2,195 Added 6.69%
35,023 $0
Q3 2022

Oct 26, 2022
BUY
$33.99 - $41.52 $103,465 - $126,386
3,044 Added 10.22%
32,828 $1.15 Million
Q2 2022

Jul 15, 2022
BUY
$34.83 - $42.53 $132,110 - $161,316
3,793 Added 14.59%
29,784 $1.07 Million
Q1 2022

Apr 29, 2022
SELL
$39.91 - $45.5 $157,125 - $179,133
-3,937 Reduced 13.15%
25,991 $1.09 Million
Q4 2021

Jan 26, 2022
BUY
$42.23 - $46.94 $23,395 - $26,004
554 Added 1.89%
29,928 $1.35 Million
Q3 2021

Oct 25, 2021
BUY
$40.71 - $44.23 $337,567 - $366,755
8,292 Added 39.33%
29,374 $1.25 Million
Q2 2021

Jul 22, 2021
BUY
$41.43 - $45.3 $365,619 - $399,772
8,825 Added 72.0%
21,082 $926,000
Q1 2021

May 10, 2021
SELL
$35.43 - $44.75 $438,056 - $553,289
-12,364 Reduced 50.22%
12,257 $521,000
Q4 2020

Feb 02, 2021
BUY
$27.77 - $35.98 $683,725 - $885,863
24,621 New
24,621 $881,000

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
Track This Portfolio

Track Sightline Wealth Advisors, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email