Wallace Advisory Group, LLC Spdr Portfolio S&P 600 Small C Transaction History

Wallace Advisory Group, LLC

  • $144 Billion
  • Q1 2025

A detailed history of Wallace Advisory Group, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 7,034 shares of SPSM stock, worth $289,097. This represents 0.22% of its overall portfolio holdings.

Number of Shares
7,034
Previous 4,880 44.14%
Holding current value
$289,097
Previous $222 Million 42.27%
% of portfolio
0.22%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$40.03 - $46.81 $86,224 - $100,828
2,154 Added 44.14%
7,034 $316 Million
Q4 2024

Jan 13, 2025
SELL
$44.33 - $49.55 $12,412 - $13,874
-280 Reduced 5.43%
4,880 $222 Million
Q2 2024

Aug 14, 2024
BUY
$39.75 - $43.15 $205,110 - $222,654
5,160 New
5,160 $214 Million

Others Institutions Holding SPSM

# of Institutions
968
Shares Held
201M
Call Options Held
64.8K
Put Options Held
5.94K
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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