Crestwood Advisors Group LLC Spdr Portfolio S&P 600 Small C Transaction History

Crestwood Advisors Group LLC

  • $5.73 Billion
  • Q3 2025

A detailed history of Crestwood Advisors Group LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 1,666,835 shares of SPSM stock, worth $75.9 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
1,666,835
Previous 1,632,125 2.13%
Holding current value
$75.9 Million
Previous $69.5 Million 11.04%
% of portfolio
1.35%
Previous 1.29%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$42.26 - $47.16 $1.47 Million - $1.64 Million
34,710 Added 2.13%
1,666,835 $77.2 Million
Q2 2025

Aug 05, 2025
BUY
$35.35 - $42.68 $488,749 - $590,093
13,826 Added 0.85%
1,632,125 $69.5 Million
Q1 2025

May 05, 2025
SELL
$40.03 - $46.81 $23.3 Million - $27.2 Million
-581,010 Reduced 26.42%
1,618,299 $66 Million
Q4 2024

Feb 04, 2025
BUY
$44.33 - $49.55 $703,561 - $786,408
15,871 Added 0.73%
2,199,309 $98.8 Million
Q3 2024

Oct 30, 2024
BUY
$41.02 - $46.01 $1.53 Million - $1.72 Million
37,396 Added 1.74%
2,183,438 $99.4 Million
Q2 2024

Aug 01, 2024
BUY
$39.75 - $43.15 $1.63 Million - $1.77 Million
40,940 Added 1.94%
2,146,042 $89.1 Million
Q1 2024

May 08, 2024
BUY
$39.85 - $43.04 $2.04 Million - $2.2 Million
51,201 Added 2.49%
2,105,102 $90.6 Million
Q4 2023

Jan 29, 2024
BUY
$34.3 - $42.83 $2.21 Million - $2.76 Million
64,494 Added 3.24%
2,053,901 $86.6 Million
Q3 2023

Nov 15, 2023
SELL
$36.35 - $41.02 $325,332 - $367,129
-8,950 Reduced 0.45%
1,989,407 $73.4 Million
Q2 2023

Aug 15, 2023
BUY
$35.57 - $38.94 $34.3 Million - $37.5 Million
963,341 Added 93.07%
1,998,357 $77.6 Million
Q1 2023

May 12, 2023
SELL
$36.04 - $42.08 $486,359 - $567,869
-13,495 Reduced 1.29%
1,035,016 $39.1 Million
Q4 2022

Feb 14, 2023
SELL
$34.79 - $39.85 $12.7 Million - $14.6 Million
-365,176 Reduced 25.83%
1,048,511 $38.8 Million
Q3 2022

Oct 26, 2022
BUY
$33.99 - $41.52 $667,121 - $814,913
19,627 Added 1.41%
1,413,687 $48.2 Million
Q2 2022

Jul 07, 2022
SELL
$34.83 - $42.53 $113,580 - $138,690
-3,261 Reduced 0.23%
1,394,060 $50.2 Million
Q1 2022

Apr 12, 2022
BUY
$39.91 - $45.5 $1.31 Million - $1.49 Million
32,768 Added 2.4%
1,397,321 $58.8 Million
Q4 2021

Feb 15, 2022
BUY
$42.23 - $46.94 $2.12 Million - $2.36 Million
50,298 Added 3.83%
1,364,553 $61 Million
Q3 2021

Nov 03, 2021
BUY
$40.71 - $44.23 $2.98 Million - $3.24 Million
73,307 Added 5.91%
1,314,255 $56 Million
Q2 2021

Aug 13, 2021
BUY
$41.43 - $45.3 $2.75 Million - $3 Million
66,313 Added 5.65%
1,240,948 $54.5 Million
Q1 2021

Apr 21, 2021
BUY
$35.43 - $44.75 $2.82 Million - $3.56 Million
79,535 Added 7.26%
1,174,635 $0
Q4 2020

Feb 09, 2021
BUY
$27.77 - $35.98 $8.14 Million - $10.6 Million
293,296 Added 36.58%
1,095,100 $39.2 Million
Q3 2020

Oct 06, 2020
BUY
$25.57 - $29.57 $3.27 Million - $3.78 Million
127,985 Added 18.99%
801,804 $22 Million
Q2 2020

Aug 14, 2020
BUY
$19.87 - $29.39 $4.76 Million - $7.04 Million
239,470 Added 55.13%
673,819 $0
Q1 2020

May 15, 2020
BUY
$18.96 - $33.37 $8.24 Million - $14.5 Million
434,349 New
434,349 $9.49 Million

Others Institutions Holding SPSM

# of Institutions
1,007
Shares Held
206M
Call Options Held
47K
Put Options Held
1.2K
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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