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

Wallace Advisory Group, LLC

$124 Billion
Q3 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 7,589 shares of SPSM stock, worth $345,754. This represents 0.26% of its overall portfolio holdings.

Number of Shares

7,589

Previous 7,177 5.74%

Holding current value

$345,754

Previous $293 Million 10.51%

% of portfolio

0.26%

Previous 0.21%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$42.26 - $47.16 $17,411 - $19,429	412 Added 5.74%	7,589 $323 Million
Q2 2025 Jul 30, 2025	BUY	$35.35 - $42.68 $5,055 - $6,103	143 Added 2.03%	7,177 $293 Million
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

1,006

Shares Held

205M

Call Options Held

47K

Put Options Held

1.2K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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