Sterling Investment Advisors, Ltd. Spdr Portfolio S&P 600 Small C Transaction History

Sterling Investment Advisors, Ltd.

  • $388 Million
  • Q4 2024

A detailed history of Sterling Investment Advisors, Ltd. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 74,640 shares of SPSM stock, worth $3.03 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
74,640
Previous 73,979 0.89%
Holding current value
$3.03 Million
Previous $3.37 Million 0.42%
% of portfolio
0.86%
Previous 0.91%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$44.33 - $49.55 $29,302 - $32,752
661 Added 0.89%
74,640 $3.35 Million
Q3 2024

Oct 24, 2024
SELL
$41.02 - $46.01 $19,156 - $21,486
-467 Reduced 0.63%
73,979 $3.37 Million
Q2 2024

Aug 05, 2024
SELL
$39.75 - $43.15 $55,173 - $59,892
-1,388 Reduced 1.83%
74,446 $3.09 Million
Q1 2024

Apr 30, 2024
SELL
$39.85 - $43.04 $37,977 - $41,017
-953 Reduced 1.24%
75,834 $3.26 Million
Q4 2023

Feb 08, 2024
BUY
$34.3 - $42.83 $63,214 - $78,935
1,843 Added 2.46%
76,787 $3.24 Million
Q3 2023

Nov 06, 2023
SELL
$36.35 - $41.02 $21,810 - $24,612
-600 Reduced 0.79%
74,944 $2.77 Million
Q2 2023

Aug 03, 2023
SELL
$35.57 - $38.94 $11,346 - $12,421
-319 Reduced 0.42%
75,544 $2.93 Million
Q1 2023

Apr 25, 2023
BUY
$36.04 - $42.08 $35,931 - $41,953
997 Added 1.33%
75,863 $2.87 Million
Q4 2022

Feb 06, 2023
BUY
$34.79 - $39.85 $167,896 - $192,316
4,826 Added 6.89%
74,866 $2.77 Million
Q3 2022

Nov 03, 2022
BUY
$33.99 - $41.52 $2.38 Million - $2.91 Million
70,040 New
70,040 $6.11 Million

Others Institutions Holding SPSM

# of Institutions
978
Shares Held
217M
Call Options Held
94.2K
Put Options Held
14.4K
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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