Fsm Wealth Advisors, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Fsm Wealth Advisors, LLC

$690 Million
Q3 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 10,595 shares of SPGM stock, worth $805,114. This represents 0.11% of its overall portfolio holdings.

Number of Shares

10,595

Previous 10,506 0.85%

Holding current value

$805,114

Previous $724,000 9.53%

% of portfolio

0.11%

Previous 0.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$68.95 - $75.02 $6,136 - $6,676	89 Added 0.85%	10,595 $793,000
Q2 2025 Jul 30, 2025	BUY	$55.5 - $69.0 $14,929 - $18,561	269 Added 2.63%	10,506 $724,000
Q1 2025 Apr 28, 2025	SELL	$61.91 - $66.79 $8,110 - $8,749	-131 Reduced 1.26%	10,237 $638,000
Q4 2024 Jan 24, 2025	BUY	$63.23 - $66.65 $17,261 - $18,195	273 Added 2.7%	10,368 $656,000
Q3 2024 Oct 30, 2024	BUY	$57.85 - $64.92 $9,776 - $10,971	169 Added 1.7%	10,095 $653,000

Q2 2024 Jul 12, 2024	BUY	$56.67 - $60.99 $9,237 - $9,941	163 Added 1.67%	9,926 $603,000
Q1 2024 May 14, 2024	BUY	$54.21 - $59.68 $47,650 - $52,458	879 Added 9.89%	9,763 $582,000
Q4 2023 May 14, 2024	BUY	$48.07 - $55.48 $14,517 - $16,754	302 Added 3.52%	8,884 $491,000
Q3 2023 Nov 14, 2023	BUY	$50.1 - $54.28 $13,476 - $14,601	269 Added 3.24%	8,582 $433,000
Q2 2023 Jul 12, 2023	SELL	$49.47 - $52.62 $247 - $263	-5 Reduced 0.06%	8,313 $435,000
Q1 2023 Apr 24, 2023	BUY	$46.63 - $51.08 $22,522 - $24,671	483 Added 6.16%	8,318 $414,000
Q4 2022 Jan 19, 2023	BUY	$42.72 - $49.46 $10,252 - $11,870	240 Added 3.16%	7,835 $0
Q3 2022 Oct 24, 2022	BUY	$42.78 - $50.95 $8,256 - $9,833	193 Added 2.61%	7,595 $325,000
Q2 2022 Aug 12, 2022	BUY	$44.97 - $55.51 $332,867 - $410,885	7,402 New	7,402 $365,000

Others Institutions Holding SPGM

# of Institutions

162

Shares Held

9.65M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
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Fsm Wealth Advisors, LLC Spdr Index Shs Fds S Spdr Port Transaction History