Vestia Personal Wealth Advisors Spdr Portfolio S&P 600 Small C Transaction History

Vestia Personal Wealth Advisors

  • $146 Billion
  • Q2 2025

A detailed history of Vestia Personal Wealth Advisors transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 6,406 shares of SPSM stock, worth $277,059. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,406
Previous 6,621 3.25%
Holding current value
$277,059
Previous $270 Million 1.12%
% of portfolio
0.19%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$35.35 - $42.68 $7,600 - $9,176
-215 Reduced 3.25%
6,406 $273 Million
Q1 2025

Apr 30, 2025
SELL
$40.03 - $46.81 $760 - $889
-19 Reduced 0.29%
6,621 $270 Million
Q4 2024

Jan 27, 2025
BUY
$44.33 - $49.55 $1,507 - $1,684
34 Added 0.51%
6,640 $298 Million
Q3 2024

Nov 04, 2024
SELL
$41.02 - $46.01 $8,901 - $9,984
-217 Reduced 3.18%
6,606 $301 Million
Q2 2024

Aug 09, 2024
BUY
$39.75 - $43.15 $271,214 - $294,412
6,823 New
6,823 $283 Million

Others Institutions Holding SPSM

# of Institutions
970
Shares Held
202M
Call Options Held
64.8K
Put Options Held
5.8K
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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