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

Visionary Wealth Advisors

$1.62 Billion
Q4 2024

A detailed history of Visionary Wealth Advisors transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Visionary Wealth Advisors holds 5,898 shares of SPSM stock, worth $222,472. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,898

Previous 6,705 12.04%

Holding current value

$222,472

Previous $305,000 13.44%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$44.33 - $49.55 $35,774 - $39,986	-807 Reduced 12.04%	5,898 $264,000
Q3 2024 Nov 12, 2024	BUY	$41.02 - $46.01 $55,007 - $61,699	1,341 Added 25.0%	6,705 $305,000
Q2 2024 Aug 13, 2024	SELL	$39.75 - $43.15 $9,460 - $10,269	-238 Reduced 4.25%	5,364 $222,000
Q1 2024 May 15, 2024	BUY	$39.85 - $43.04 $11,556 - $12,481	290 Added 5.46%	5,602 $241,000
Q4 2023 Feb 14, 2024	SELL	$34.3 - $42.83 $280,436 - $350,178	-8,176 Reduced 60.62%	5,312 $224,000
Q3 2023 Nov 13, 2023	SELL	$36.35 - $41.02 $37,985 - $42,865	-1,045 Reduced 7.19%	13,488 $497,000
Q2 2023 Aug 11, 2023	BUY	$35.57 - $38.94 $516,938 - $565,915	14,533 New	14,533 $564,000

Others Institutions Holding SPSM

# of Institutions

976

Shares Held

218M

Call Options Held

94.2K

Put Options Held

14.4K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

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