Cfs Investment Advisory Services, LLC Spdr Portfolio S&P 600 Small C Transaction History

Cfs Investment Advisory Services, LLC

  • $1.12 Billion
  • Q4 2024

A detailed history of Cfs Investment Advisory Services, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 17,504 shares of SPSM stock, worth $768,250. This represents 0.07% of its overall portfolio holdings.

Number of Shares
17,504
Previous 14,861 17.78%
Holding current value
$768,250
Previous $676,000 16.27%
% of portfolio
0.07%
Previous 0.06%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$44.33 - $49.55 $117,164 - $130,960
2,643 Added 17.78%
17,504 $786,000
Q3 2024

Nov 12, 2024
BUY
$41.02 - $46.01 $19,361 - $21,716
472 Added 3.28%
14,861 $676,000
Q2 2024

Aug 13, 2024
SELL
$39.75 - $43.15 $89,000 - $96,612
-2,239 Reduced 13.47%
14,389 $598,000
Q1 2024

May 15, 2024
BUY
$39.85 - $43.04 $165,776 - $179,046
4,160 Added 33.37%
16,628 $716,000
Q4 2023

Feb 13, 2024
BUY
$34.3 - $42.83 $10,564 - $13,191
308 Added 2.53%
12,468 $526,000
Q3 2023

Nov 14, 2023
BUY
$36.35 - $41.02 $8,542 - $9,639
235 Added 1.97%
12,160 $449,000
Q2 2023

Jul 21, 2023
BUY
$35.57 - $38.94 $37,170 - $40,692
1,045 Added 9.6%
11,925 $463,000
Q1 2023

May 05, 2023
SELL
$36.04 - $42.08 $187,480 - $218,900
-5,202 Reduced 32.35%
10,880 $411,000
Q4 2022

Feb 13, 2023
SELL
$34.79 - $39.85 $15,864 - $18,171
-456 Reduced 2.76%
16,082 $595,000
Q3 2022

Nov 02, 2022
SELL
$33.99 - $41.52 $18.6 Million - $22.7 Million
-546,746 Reduced 97.06%
16,538 $563,000
Q3 2022

Oct 31, 2022
BUY
$33.99 - $41.52 $18.5 Million - $22.7 Million
545,728 Added 3108.5%
563,284 $17,000
Q2 2022

Aug 16, 2022
SELL
$34.83 - $42.53 $45 Million - $55 Million
-1,292,660 Reduced 98.66%
17,556 $632,000
Q1 2022

May 27, 2022
BUY
$39.91 - $45.5 $51 Million - $58.1 Million
1,277,387 Added 3891.03%
1,310,216 $61,000
Q4 2021

Feb 14, 2022
SELL
$42.23 - $46.94 $299,452 - $332,851
-7,091 Reduced 17.76%
32,829 $1.36 Million
Q3 2021

Nov 19, 2021
BUY
$40.71 - $44.23 $1.63 Million - $1.77 Million
39,920 New
39,920 $1.7 Million
Q2 2021

Jul 21, 2021
SELL
$41.43 - $45.3 $2.06 Million - $2.25 Million
-49,635 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
$27.77 - $35.98 $1.38 Million - $1.79 Million
49,635 New
49,635 $1.78 Million

Others Institutions Holding SPSM

# of Institutions
972
Shares Held
216M
Call Options Held
94.2K
Put Options Held
14.4K
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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