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

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q4 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 63,024 shares of SPSM stock, worth $2.61 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
63,024
Previous 70,633 10.77%
Holding current value
$2.61 Million
Previous $3.22 Million 11.94%
% of portfolio
0.2%
Previous 0.22%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 18, 2025
SELL
$44.33 - $49.55 $337,306 - $377,025
-7,609 Reduced 10.77%
63,024 $2.83 Million
Q3 2024

Nov 13, 2024
SELL
$41.02 - $46.01 $236,398 - $265,155
-5,763 Reduced 7.54%
70,633 $3.22 Million
Q2 2024

Aug 12, 2024
SELL
$39.75 - $43.15 $365,580 - $396,850
-9,197 Reduced 10.75%
76,396 $3.17 Million
Q1 2024

May 13, 2024
SELL
$39.85 - $43.04 $128,197 - $138,459
-3,217 Reduced 3.62%
85,593 $3.68 Million
Q4 2023

Feb 08, 2024
BUY
$34.3 - $42.83 $157,299 - $196,418
4,586 Added 5.45%
88,810 $3.75 Million
Q3 2023

Nov 09, 2023
BUY
$36.35 - $41.02 $111,958 - $126,341
3,080 Added 3.8%
84,224 $3.15 Million
Q2 2023

Aug 14, 2023
BUY
$35.57 - $38.94 $43,430 - $47,545
1,221 Added 1.53%
81,144 $3.15 Million
Q1 2023

May 15, 2023
BUY
$36.04 - $42.08 $72,043 - $84,117
1,999 Added 2.57%
79,923 $3.02 Million
Q4 2022

Feb 14, 2023
SELL
$34.79 - $39.85 $33,955 - $38,893
-976 Reduced 1.24%
77,924 $2.88 Million
Q3 2022

Nov 14, 2022
BUY
$33.99 - $41.52 $1,427 - $1,743
42 Added 0.05%
78,900 $2.69 Million
Q2 2022

Aug 23, 2022
SELL
$34.83 - $42.53 $2.32 Million - $2.83 Million
-66,496 Reduced 45.75%
78,858 $2.84 Million
Q2 2022

Aug 15, 2022
BUY
$34.83 - $42.53 $5.06 Million - $6.18 Million
145,354 New
145,354 $4.78 Million

Others Institutions Holding SPSM

# of Institutions
978
Shares Held
216M
Call Options Held
94.2K
Put Options Held
14.4K
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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