Spire Wealth Management Invesco S&P Smallcap Value Wit Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Spire Wealth Management holds 29,109 shares of XSVM stock, worth $1.63 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

29,109

Previous 29,445 1.14%

Holding current value

$1.63 Million

Previous $1.62 Million 2.1%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$53.38 - $60.64 $17,935 - $20,375	-336 Reduced 1.14%	29,109 $1.59 Million
Q3 2024 Oct 15, 2024	BUY	$51.3 - $59.04 $106,806 - $122,921	2,082 Added 7.61%	29,445 $1.62 Million
Q2 2024 Jul 31, 2024	SELL	$51.57 - $56.54 $125,057 - $137,109	-2,425 Reduced 8.14%	27,363 $1.43 Million
Q1 2024 Apr 24, 2024	SELL	$50.53 - $56.94 $143,505 - $161,709	-2,840 Reduced 8.7%	29,788 $1.7 Million
Q1 2023 May 09, 2023	BUY	$43.13 - $52.31 $243,900 - $295,813	5,655 Added 20.97%	32,628 $1.49 Million
Q3 2022 Nov 07, 2022	SELL	$41.2 - $51.05 $232,986 - $288,687	-5,655 Reduced 17.33%	26,973 $1.11 Million
Q2 2022 Jul 22, 2022	SELL	$44.09 - $54.47 $169,173 - $209,001	-3,837 Reduced 10.52%	32,628 $1.45 Million
Q1 2021 May 21, 2021	BUY	$34.73 - $52.36 $1.27 Million - $1.91 Million	36,465 New	36,465 $1.77 Million

Others Institutions Holding XSVM

# of Institutions

141

Shares Held

9.11M

Call Options Held

Put Options Held

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About INVESCO S&P SMALLCAP VALUE WIT

Ticker XSVM
Sector ETFs
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Spire Wealth Management Invesco S&P Smallcap Value Wit Transaction History