Spire Wealth Management Spdr Ssga Us Small Cap Low Vol Transaction History

Spire Wealth Management

$2.83 Billion
Q2 2024

A detailed history of Spire Wealth Management transactions in Spdr Ssga Us Small Cap Low Vol stock. As of the latest transaction made, Spire Wealth Management holds 159 shares of SMLV stock, worth $19,456. This represents 0.0% of its overall portfolio holdings.

Number of Shares

159

Previous 158 0.63%

Holding current value

$19,456

Previous $17,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$103.54 - $113.03 $103 - $113	1 Added 0.63%	159 $17,000
Q4 2023 Feb 06, 2024	BUY	$93.59 - $114.07 $93 - $114	1 Added 0.64%	158 $17,000
Q3 2023 Nov 08, 2023	SELL	$98.22 - $109.61 $19,152 - $21,373	-195 Reduced 55.4%	157 $15,000
Q2 2023 Aug 09, 2023	BUY	$97.31 - $107.13 $97 - $107	1 Added 0.28%	352 $36,000
Q1 2023 May 09, 2023	BUY	$101.27 - $116.11 $35,545 - $40,754	351 New	351 $36,000
Q2 2022 Jul 22, 2022	SELL	$100.61 - $115.32 $36,622 - $41,976	-364 Reduced 75.83%	116 $12,000
Q4 2021 Jan 14, 2022	SELL	$112.84 - $121.42 $1,466 - $1,578	-13 Reduced 2.64%	480 $57,000
Q2 2021 Jul 26, 2021	SELL	$111.22 - $117.06 $1,557 - $1,638	-14 Reduced 2.76%	493 $56,000
Q1 2021 May 21, 2021	BUY	$94.11 - $116.98 $47,713 - $59,308	507 New	507 $57,000

Others Institutions Holding SMLV

# of Institutions

Shares Held

805K

Call Options Held

Put Options Held

View Full List

About SPDR SSGA US SMALL CAP LOW VOL

Ticker SMLV
Sector ETFs
Industry ETFs

More about SMLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management Spdr Ssga Us Small Cap Low Vol Transaction History