Sky Oak Wealth, LLC Spdr Portfolio S&P 600 Small C Transaction History

Sky Oak Wealth, LLC

  • $417 Million
  • Q1 2024

A detailed history of Sky Oak Wealth, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 59,049 shares of SPSM stock, worth $2.45 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
59,049
Previous 57,808 2.15%
Holding current value
$2.45 Million
Previous $2.44 Million 4.22%
% of portfolio
0.61%
Previous 0.64%

Shares

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

Apr 29, 2024
BUY
$39.85 - $43.04 $49,453 - $53,412
1,241 Added 2.15%
59,049 $2.54 Million
Q4 2023

Jan 12, 2024
BUY
$34.3 - $42.83 $106,501 - $132,987
3,105 Added 5.68%
57,808 $2.44 Million
Q3 2023

Oct 24, 2023
BUY
$36.35 - $41.02 $46,891 - $52,915
1,290 Added 2.42%
54,703 $2.02 Million
Q2 2023

Jul 20, 2023
BUY
$35.57 - $38.94 $56,271 - $61,603
1,582 Added 3.05%
53,413 $2.07 Million
Q1 2023

May 02, 2023
BUY
$36.04 - $42.08 $45,914 - $53,609
1,274 Added 2.52%
51,831 $1.96 Million
Q4 2022

Jan 26, 2023
BUY
$36.34 - $39.85 $60,687 - $66,549
1,670 Added 3.42%
50,557 $0
Q3 2022

Oct 25, 2022
BUY
N/A
1,482 Added 3.13%
48,887 $1.67 Million
Q2 2022

Jul 26, 2022
BUY
N/A
16,667 Added 54.22%
47,405 $1.71 Million
Q1 2022

Apr 18, 2022
BUY
N/A
1,086 Added 3.66%
30,738 $1.29 Million
Q4 2021

Jan 24, 2022
BUY
N/A
1,819 Added 6.54%
29,652 $1.33 Million
Q3 2021

Oct 21, 2021
BUY
N/A
385 Added 1.4%
27,833 $1.19 Million
Q2 2021

Jul 19, 2021
SELL
N/A
-294 Reduced 1.06%
27,448 $1.21 Million
Q1 2021

Apr 29, 2021
SELL
N/A
-7,484 Reduced 21.25%
27,742 $1.21 Million
Q4 2020

Feb 02, 2021
SELL
N/A
-2 Reduced 0.01%
35,226 $1.26 Million
Q3 2020

Nov 03, 2020
SELL
N/A
-1,165 Reduced 3.2%
35,228 $965,000
Q2 2020

Aug 10, 2020
BUY
N/A
8,537 Added 30.65%
36,393 $967,000
Q1 2020

May 04, 2020
BUY
N/A
256 Added 0.93%
27,856 $608,000
Q4 2019

Feb 04, 2020
BUY
N/A
27,600 New
27,600 $901,000

Others Institutions Holding SPSM

# of Institutions
802
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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