Wbh Advisory Inc Spdr Portfolio S&P 600 Small C Transaction History

Wbh Advisory Inc

  • $964 Million
  • Q1 2024

A detailed history of Wbh Advisory Inc transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wbh Advisory Inc holds 260,091 shares of SPSM stock, worth $10.7 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
260,091
Previous 240,949 7.94%
Holding current value
$10.7 Million
Previous $10.2 Million 10.14%
% of portfolio
1.16%
Previous 1.14%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
BUY
$39.85 - $43.04 $762,808 - $823,871
19,142 Added 7.94%
260,091 $11.2 Million
Q4 2023

Jan 09, 2024
SELL
$34.3 - $42.83 $528,117 - $659,453
-15,397 Reduced 6.01%
240,949 $10.2 Million
Q3 2023

Oct 10, 2023
BUY
$36.35 - $41.02 $571,712 - $645,162
15,728 Added 6.54%
256,346 $9.46 Million
Q2 2023

Jul 12, 2023
BUY
$35.57 - $38.94 $203,922 - $223,243
5,733 Added 2.44%
240,618 $9.35 Million
Q1 2023

Apr 20, 2023
BUY
$36.04 - $42.08 $1.05 Million - $1.22 Million
29,093 Added 14.14%
234,885 $8.87 Million
Q3 2022

Oct 18, 2022
BUY
N/A
23,594 Added 12.95%
205,792 $7.01 Million
Q2 2022

Jul 12, 2022
SELL
N/A
-53,742 Reduced 22.78%
182,198 $6.57 Million
Q1 2022

Apr 29, 2022
BUY
N/A
38,851 Added 19.71%
235,940 $0
Q4 2021

Jan 28, 2022
BUY
N/A
5,620 Added 2.94%
197,089 $8.81 Million
Q3 2021

Oct 25, 2021
BUY
N/A
30,389 Added 18.87%
191,469 $8.16 Million
Q2 2021

Jul 27, 2021
BUY
N/A
25,848 Added 19.11%
161,080 $6.85 Million
Q1 2021

Apr 19, 2021
BUY
N/A
9,514 Added 7.57%
135,232 $5.72 Million
Q4 2020

Jan 21, 2021
BUY
N/A
11,328 Added 9.9%
125,718 $4.94 Million
Q3 2020

Oct 27, 2020
BUY
N/A
2,606 Added 2.33%
114,390 $3.13 Million
Q2 2020

Aug 05, 2020
BUY
N/A
24,420 Added 27.95%
111,784 $2.97 Million
Q1 2020

May 07, 2020
BUY
N/A
87,364 New
87,364 $1.91 Million

Others Institutions Holding SPSM

# of Institutions
804
Shares Held
185M
Call Options Held
91.7K
Put Options Held
2.7K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
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More about SPSM
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