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

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 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 579,615 shares of SPSM stock, worth $25.5 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
579,615
Previous 783,768 26.05%
Holding current value
$25.5 Million
Previous $31.8 Million 22.4%
% of portfolio
0.04%
Previous 0.06%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
SELL
$35.35 - $42.68 $7.22 Million - $8.71 Million
-204,153 Reduced 26.05%
579,615 $24.7 Million
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
973
Shares Held
201M
Call Options Held
64.8K
Put Options Held
5.94K
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 Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email