Spectrum Planning & Advisory Services Inc. Spdr Portfolio S&P 600 Small C Transaction History

Spectrum Planning & Advisory Services Inc.

  • $148 Million
  • Q3 2025

A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 8,062 shares of SPSM stock, worth $367,304. This represents 0.25% of its overall portfolio holdings.

Number of Shares
8,062
Previous 6,434 25.3%
Holding current value
$367,304
Previous $274,000 36.13%
% of portfolio
0.25%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$42.26 - $47.16 $68,799 - $76,776
1,628 Added 25.3%
8,062 $373,000
Q2 2025

Jul 15, 2025
BUY
$35.35 - $42.68 $227,441 - $274,603
6,434 New
6,434 $274,000
Q4 2024

Jan 22, 2025
SELL
$44.33 - $49.55 $23,893 - $26,707
-539 Reduced 9.0%
5,449 $244,000
Q3 2024

Nov 08, 2024
BUY
$41.02 - $46.01 $24,529 - $27,513
598 Added 11.09%
5,988 $272,000
Q2 2024

Jul 18, 2024
BUY
$39.75 - $43.15 $214,252 - $232,578
5,390 New
5,390 $223,000

Others Institutions Holding SPSM

# of Institutions
1,007
Shares Held
206M
Call Options Held
47K
Put Options Held
1.2K
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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