Wealth Advisory Solutions, LLC Spdr Portfolio S&P 600 Small C Transaction History

Wealth Advisory Solutions, LLC

  • $385 Million
  • Q1 2024

A detailed history of Wealth Advisory Solutions, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 60,476 shares of SPSM stock, worth $2.5 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
60,476
Holding current value
$2.5 Million
% of portfolio
0.68%

Shares

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

Apr 23, 2024
BUY
$39.85 - $43.04 $2.41 Million - $2.6 Million
60,476 New
60,476 $2.6 Million
Q3 2023

Feb 07, 2024
BUY
$36.35 - $41.02 $56,378 - $63,622
1,551 Added 2.75%
58,000 $2.14 Million
Q2 2023

Aug 07, 2023
BUY
$35.57 - $38.94 $21,235 - $23,247
597 Added 1.07%
56,449 $2.19 Million
Q1 2023

May 15, 2023
BUY
$36.04 - $42.08 $47,248 - $55,166
1,311 Added 2.4%
55,852 $2.11 Million
Q4 2022

Feb 10, 2023
BUY
$36.34 - $39.85 $23,875 - $26,181
657 Added 1.22%
54,541 $2.02 Million
Q3 2022

Nov 16, 2022
SELL
N/A
-65,846 Reduced 55.0%
53,884 $1.84 Million
Q2 2022

Aug 05, 2022
BUY
N/A
97,223 Added 431.97%
119,730 $4.31 Million
Q1 2022

May 16, 2022
BUY
N/A
6,816 Added 43.44%
22,507 $947,000
Q3 2021

Nov 03, 2021
SELL
N/A
-4,170 Reduced 21.0%
15,691 $668,000
Q2 2021

Jul 21, 2021
BUY
N/A
47 Added 0.24%
19,861 $873,000
Q1 2021

May 13, 2021
SELL
N/A
-367 Reduced 1.82%
19,814 $1,000
Q4 2020

Jan 28, 2021
BUY
N/A
247 Added 1.24%
20,181 $722,000
Q3 2020

Dec 29, 2020
BUY
N/A
18 Added 0.09%
19,934 $545,000
Q2 2020

Dec 23, 2020
BUY
N/A
328 Added 1.67%
19,916 $529,000
Q1 2020

Dec 18, 2020
BUY
N/A
8,618 Added 78.56%
19,588 $427,000
Q4 2019

Jan 27, 2021
BUY
N/A
10,970 New
10,970 $357,000

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
  • Sector ETFs
  • Industry ETFs
More about SPSM
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