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

Visionary Wealth Advisors

  • $1.57 Billion
  • Q3 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 6,705 shares of SPSM stock, worth $315,604. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,705
Previous 5,364 25.0%
Holding current value
$315,604
Previous $222,000 37.39%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
889
Shares Held
197M
Call Options Held
39.5K
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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