Beaumont Financial Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History

Beaumont Financial Advisors, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 6,479 shares of SPSM stock, worth $293,174. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,479
Previous 5,959 8.73%
Holding current value
$293,174
Previous $247,000 19.03%
% of portfolio
0.03%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$41.02 - $46.01 $21,330 - $23,925
520 Added 8.73%
6,479 $294,000
Q2 2024

Jul 24, 2024
SELL
$39.75 - $43.15 $14,389 - $15,620
-362 Reduced 5.73%
5,959 $247,000
Q1 2024

May 10, 2024
SELL
$39.85 - $43.04 $22,076 - $23,844
-554 Reduced 8.06%
6,321 $272,000
Q4 2023

Jan 31, 2024
BUY
$34.3 - $42.83 $22,500 - $28,096
656 Added 10.55%
6,875 $289,000
Q2 2023

Aug 02, 2023
BUY
$35.57 - $38.94 $221,209 - $242,167
6,219 New
6,219 $241,000

Others Institutions Holding SPSM

# of Institutions
892
Shares Held
198M
Call Options Held
39.5K
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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