Values Added Financial LLC Spdr Portfolio S&P 600 Small C Transaction History

Values Added Financial LLC

  • $128 Billion
  • Q1 2024

A detailed history of Values Added Financial LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Values Added Financial LLC holds 19,324 shares of SPSM stock, worth $799,240. This represents 0.65% of its overall portfolio holdings.

Number of Shares
19,324
Previous 16,391 17.89%
Holding current value
$799,240
Previous $691 Million 20.3%
% of portfolio
0.65%
Previous 0.57%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
BUY
$39.85 - $43.04 $116,880 - $126,236
2,933 Added 17.89%
19,324 $832 Million
Q4 2023

Jan 18, 2024
SELL
$34.3 - $42.83 $110,000 - $137,355
-3,207 Reduced 16.36%
16,391 $691 Million
Q3 2023

Oct 19, 2023
BUY
$36.35 - $41.02 $16,502 - $18,623
454 Added 2.37%
19,598 $723 Million
Q2 2023

Jul 24, 2023
BUY
$35.57 - $38.94 $680,952 - $745,467
19,144 New
19,144 $744 Million

Others Institutions Holding SPSM

# of Institutions
803
Shares Held
185M
Call Options Held
91.7K
Put Options Held
2.7K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
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