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 $2.6 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
63,024
Previous 70,633 10.77%
Holding current value
$2.6 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
976
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
Track This Portfolio

Track Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email