Us Financial Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History

Us Financial Advisors, LLC

$338 Million
Q1 2025

A detailed history of Us Financial Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Us Financial Advisors, LLC holds 12,558 shares of SPSM stock, worth $578,923. This represents 0.15% of its overall portfolio holdings.

Number of Shares

12,558

Previous 12,569 0.09%

Holding current value

$578,923

Previous $564,000 9.4%

% of portfolio

0.15%

Previous 0.17%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$40.03 - $46.81 $440 - $514	-11 Reduced 0.09%	12,558 $511,000
Q4 2024 Feb 13, 2025	SELL	$44.33 - $49.55 $94,334 - $105,442	-2,128 Reduced 14.48%	12,569 $564,000
Q3 2024 Oct 31, 2024	BUY	$41.02 - $46.01 $17,187 - $19,278	419 Added 2.93%	14,697 $668,000
Q2 2024 Aug 01, 2024	SELL	$39.75 - $43.15 $10,374 - $11,262	-261 Reduced 1.8%	14,278 $592,000
Q1 2024 May 13, 2024	BUY	$39.85 - $43.04 $11,277 - $12,180	283 Added 1.99%	14,539 $625,000
Q4 2023 Feb 07, 2024	BUY	$34.3 - $42.83 $1,440 - $1,798	42 Added 0.3%	14,256 $601,000
Q3 2023 Nov 09, 2023	BUY	$36.35 - $41.02 $5,198 - $5,865	143 Added 1.02%	14,214 $524,000
Q2 2023 Aug 09, 2023	BUY	$35.57 - $38.94 $296,298 - $324,370	8,330 Added 145.1%	14,071 $546,000
Q1 2023 May 04, 2023	BUY	$36.04 - $42.08 $206,905 - $241,581	5,741 New	5,741 $216,000
Q3 2022 Oct 13, 2022	BUY	$33.99 - $41.52 $1,699 - $2,076	50 Added 0.56%	9,047 $308,000
Q2 2022 Aug 15, 2022	BUY	$34.83 - $42.53 $5,468 - $6,677	157 Added 1.78%	8,997 $324,000
Q1 2022 May 13, 2022	BUY	$39.91 - $45.5 $35,998 - $41,041	902 Added 11.36%	8,840 $372,000
Q4 2021 Feb 14, 2022	BUY	$42.23 - $46.94 $13,598 - $15,114	322 Added 4.23%	7,938 $355,000
Q3 2021 Oct 26, 2021	BUY	$40.71 - $44.23 $3,093 - $3,361	76 Added 1.01%	7,616 $324,000
Q2 2021 Aug 10, 2021	SELL	$41.43 - $45.3 $12,221 - $13,363	-295 Reduced 3.77%	7,540 $331,000
Q1 2021 Apr 30, 2021	BUY	$35.43 - $44.75 $19,699 - $24,881	556 Added 7.64%	7,835 $331,000
Q4 2020 Feb 18, 2021	BUY	$27.77 - $35.98 $202,137 - $261,898	7,279 New	7,279 $261,000

Others Institutions Holding SPSM

# of Institutions

968

Shares Held

199M

Call Options Held

51.7K

Put Options Held

1.2K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Us Financial Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History