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

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 783,768 shares of SPSM stock, worth $32.4 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
783,768
Previous 767,498 2.12%
Holding current value
$32.4 Million
Previous $34.5 Million 7.7%
% of portfolio
0.06%
Previous 0.07%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$40.03 - $46.81 $651,288 - $761,598
16,270 Added 2.12%
783,768 $31.8 Million
Q4 2024

Mar 17, 2025
BUY
$44.33 - $49.55 $10.5 Million - $11.7 Million
235,964 Added 44.39%
767,498 $34.5 Million
Q4 2024

Jan 10, 2025
BUY
$44.33 - $49.55 $263,497 - $294,525
5,944 Added 1.13%
531,534 $23.9 Million
Q3 2024

Oct 23, 2024
SELL
$41.02 - $46.01 $1.83 Million - $2.05 Million
-44,618 Reduced 7.82%
525,590 $23.9 Million
Q2 2024

Jul 16, 2024
SELL
$39.75 - $43.15 $1.85 Million - $2.01 Million
-46,470 Reduced 7.54%
570,208 $23.7 Million
Q1 2024

Apr 15, 2024
BUY
$39.85 - $43.04 $7.33 Million - $7.91 Million
183,882 Added 42.49%
616,678 $26.5 Million
Q4 2023

Jan 30, 2024
BUY
$34.3 - $42.83 $4.95 Million - $6.19 Million
144,460 Added 50.1%
432,796 $18.3 Million
Q3 2023

Nov 13, 2023
BUY
$36.35 - $41.02 $9.97 Million - $11.3 Million
274,313 Added 1956.16%
288,336 $10.6 Million
Q2 2023

Jul 21, 2023
SELL
$35.57 - $38.94 $3.59 Million - $3.93 Million
-100,961 Reduced 87.8%
14,023 $544,000
Q1 2023

Apr 25, 2023
SELL
$36.04 - $42.08 $9.52 Million - $11.1 Million
-264,196 Reduced 69.68%
114,984 $4.34 Million
Q4 2022

Feb 01, 2023
SELL
$34.79 - $39.85 $587,672 - $673,146
-16,892 Reduced 4.26%
379,180 $14 Million
Q3 2022

Oct 17, 2022
BUY
$33.99 - $41.52 $776,229 - $948,192
22,837 Added 6.12%
396,072 $13.8 Million
Q2 2022

Jul 18, 2022
BUY
$34.83 - $42.53 $670,442 - $818,659
19,249 Added 5.44%
373,235 $13.6 Million
Q1 2022

Apr 18, 2022
SELL
$39.91 - $45.5 $11,933 - $13,604
-299 Reduced 0.08%
353,986 $15 Million
Q4 2021

Feb 08, 2022
BUY
$42.23 - $46.94 $787,293 - $875,102
18,643 Added 5.55%
354,285 $14.5 Million
Q3 2021

Nov 03, 2021
BUY
$40.71 - $44.23 $2.61 Million - $2.84 Million
64,129 Added 23.62%
335,642 $14.8 Million
Q2 2021

Aug 10, 2021
BUY
$41.43 - $45.3 $1.62 Million - $1.77 Million
39,065 Added 16.81%
271,513 $11.4 Million
Q1 2021

May 12, 2021
SELL
$35.43 - $44.75 $1.16 Million - $1.46 Million
-32,659 Reduced 12.32%
232,448 $9.99 Million
Q4 2020

Feb 10, 2021
BUY
$27.77 - $35.98 $116,661 - $151,151
4,201 Added 1.61%
265,107 $10.3 Million
Q3 2020

Nov 12, 2020
BUY
$25.57 - $29.57 $306,124 - $354,012
11,972 Added 4.81%
260,906 $7.79 Million
Q2 2020

Oct 13, 2020
BUY
$19.87 - $29.39 $4.95 Million - $7.32 Million
248,934 New
248,934 $6.85 Million
Q2 2020

Aug 10, 2020
SELL
$19.87 - $29.39 $6 Million - $8.88 Million
-302,112 Closed
0 $0
Q1 2020

May 01, 2020
BUY
$18.96 - $33.37 $2.01 Million - $3.54 Million
105,982 Added 54.04%
302,112 $7.35 Million
Q4 2019

Feb 05, 2020
BUY
$28.98 - $32.81 $944,863 - $1.07 Million
32,604 Added 19.94%
196,130 $6.4 Million
Q3 2019

Nov 06, 2019
BUY
$29.9 - $31.15 $2.97 Million - $3.09 Million
99,317 Added 154.68%
163,526 $4.86 Million
Q2 2019

Aug 02, 2019
BUY
N/A
43,793 Added 214.5%
64,209 $1.98 Million
Q1 2019

Apr 30, 2019
BUY
N/A
6,265 Added 44.27%
20,416 $637,000
Q4 2018

Feb 04, 2019
BUY
N/A
5,396 Added 61.63%
14,151 $412,000
Q3 2018

Nov 02, 2018
BUY
N/A
2,069 Added 30.95%
8,755 $256,000
Q2 2018

Jul 30, 2018
BUY
N/A
6,686 New
6,686 $223,000

Others Institutions Holding SPSM

# of Institutions
967
Shares Held
201M
Call Options Held
64.8K
Put Options Held
5.8K
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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