Wealth Advisors Of Iowa, LLC Spdr Portfolio S&P 600 Small C Transaction History

Wealth Advisors Of Iowa, LLC

$233 Billion
Q1 2025

A detailed history of Wealth Advisors Of Iowa, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wealth Advisors Of Iowa, LLC holds 29,953 shares of SPSM stock, worth $1.3 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

29,953

Previous 23,300 28.55%

Holding current value

$1.3 Million

Previous $1.05 Billion 16.65%

% of portfolio

0.52%

Previous 0.53%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$40.03 - $46.81 $266,319 - $311,426	6,653 Added 28.55%	29,953 $1.22 Billion
Q4 2024 Feb 11, 2025	SELL	$44.33 - $49.55 $55,146 - $61,640	-1,244 Reduced 5.07%	23,300 $1.05 Billion
Q3 2024 Nov 12, 2024	BUY	$41.02 - $46.01 $1.01 Million - $1.13 Million	24,544 New	24,544 $1.12 Billion
Q1 2024 May 07, 2024	SELL	$39.85 - $43.04 $23,113 - $24,963	-580 Reduced 2.33%	24,284 $1.05 Million
Q4 2023 Feb 08, 2024	SELL	$34.3 - $42.83 $8,266 - $10,322	-241 Reduced 0.96%	24,864 $1.05 Million
Q3 2023 Nov 07, 2023	BUY	$36.35 - $41.02 $28,025 - $31,626	771 Added 3.17%	25,105 $926,000
Q2 2023 Jul 25, 2023	SELL	$35.57 - $38.94 $4.77 Million - $5.22 Million	-134,179 Reduced 84.65%	24,334 $945,000
Q1 2023 May 09, 2023	BUY	$36.04 - $42.08 $4.92 Million - $5.74 Million	136,428 Added 617.74%	158,513 $5.99 Million
Q4 2022 Feb 10, 2023	BUY	$34.79 - $39.85 $768,337 - $880,087	22,085 New	22,085 $816,000

Others Institutions Holding SPSM

# of Institutions

976

Shares Held

201M

Call Options Held

64.8K

Put Options Held

5.8K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Wealth Advisors Of Iowa, LLC Spdr Portfolio S&P 600 Small C Transaction History