Ifp Advisors, Inc Spdr Portfolio S&P 600 Small C Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Ifp Advisors, Inc holds 52,782 shares of SPSM stock, worth $2.32 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

52,782

Previous 47,690 10.68%

Holding current value

$2.32 Million

Previous $2.17 Million 9.22%

% of portfolio

0.08%

Previous 0.08%

37 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$44.33 - $49.55 $225,728 - $252,308	5,092 Added 10.68%	52,782 $2.37 Million
Q3 2024 Feb 04, 2025	SELL	$41.02 - $46.01 $578,176 - $648,510	-14,095 Reduced 22.81%	47,690 $2.17 Million
Q2 2024 Jul 30, 2024	BUY	$39.75 - $43.15 $75,882 - $82,373	1,909 Added 3.19%	61,785 $2.57 Million
Q1 2024 Jul 30, 2024	BUY	$39.85 - $43.04 $570,652 - $616,332	14,320 Added 31.43%	59,876 $2.58 Million
Q4 2023 Jan 09, 2024	SELL	$34.3 - $42.83 $1.51 Million - $1.88 Million	-43,949 Reduced 49.1%	45,556 $1.92 Million
Q3 2023 Oct 12, 2023	BUY	$36.35 - $41.02 $1.46 Million - $1.65 Million	40,127 Added 81.26%	89,505 $3.3 Million
Q2 2023 Aug 04, 2023	SELL	$35.57 - $38.94 $2 Million - $2.19 Million	-56,361 Reduced 53.3%	49,378 $1.92 Million
Q1 2023 Apr 18, 2023	SELL	$36.04 - $42.08 $7.51 Million - $8.77 Million	-208,323 Reduced 66.33%	105,739 $3.99 Million
Q4 2022 Feb 07, 2023	SELL	$34.79 - $39.85 $942,043 - $1.08 Million	-27,078 Reduced 7.94%	314,062 $10.3 Million
Q3 2022 Nov 08, 2022	BUY	$33.99 - $41.52 $3.47 Million - $4.23 Million	101,986 Added 42.64%	341,140 $11.2 Million
Q2 2022 Sep 06, 2022	BUY	$34.83 - $42.53 $8.33 Million - $10.2 Million	239,154 New	239,154 $7.83 Million
Q2 2022 Aug 12, 2022	SELL	$34.83 - $42.53 $8.33 Million - $10.2 Million	-239,154 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$39.91 - $45.5 $4.65 Million - $5.3 Million	116,456 Added 94.91%	239,154 $0
Q1 2022 Aug 08, 2022	BUY	$39.91 - $45.5 $240,058 - $273,682	6,015 Added 5.15%	122,698 $0
Q4 2021 Jan 12, 2022	SELL	$42.23 - $46.94 $5.86 Million - $6.52 Million	-138,805 Reduced 54.33%	116,683 $5.24 Million
Q3 2021 Oct 06, 2021	BUY	$40.71 - $44.23 $1.19 Million - $1.29 Million	29,127 Added 12.87%	255,488 $10.9 Million
Q2 2021 Jul 13, 2021	BUY	$41.43 - $45.3 $1.78 Million - $1.95 Million	42,975 Added 23.43%	226,361 $9.95 Million
Q1 2021 Apr 30, 2021	BUY	$35.43 - $44.75 $1.12 Million - $1.42 Million	31,667 Added 20.87%	183,386 $7.75 Million
Q4 2020 Jan 25, 2021	BUY	$27.77 - $35.98 $1.57 Million - $2.03 Million	56,514 Added 59.36%	151,719 $5.44 Million
Q3 2020 Oct 29, 2020	BUY	$25.57 - $29.57 $1.48 Million - $1.71 Million	57,723 Added 154.0%	95,205 $2.59 Million
Q2 2020 Aug 05, 2020	SELL	$19.87 - $29.39 $56,033 - $82,879	-2,820 Reduced 7.0%	37,482 $984,000
Q1 2020 May 12, 2020	SELL	$18.96 - $33.37 $564,989 - $994,392	-29,799 Reduced 42.51%	40,302 $900,000
Q4 2019 Jan 17, 2020	SELL	$28.98 - $32.81 $2.47 Million - $2.79 Million	-85,126 Reduced 54.84%	70,101 $2.29 Million
Q3 2019 Nov 07, 2019	BUY	$29.9 - $31.15 $4.39 Million - $4.57 Million	146,836 Added 1749.92%	155,227 $4.63 Million
Q1 2019 May 15, 2019	SELL	N/A	-58,183 Reduced 87.4%	8,391 $253,000
Q4 2018 Jan 23, 2019	SELL	N/A	-32,790 Reduced 33.0%	66,574 $0
Q3 2018 Oct 25, 2018	BUY	N/A	27,922 Added 39.08%	99,364 $0
Q2 2018 Aug 07, 2018	BUY	N/A	45,764 Added 178.22%	71,442 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-34,032 Reduced 57.0%	25,678 $774,000
Q1 2018 May 09, 2018	BUY	N/A	34,032 Added 132.53%	59,710 $0
Q4 2017 Jan 24, 2018	BUY	N/A	17,916 Added 230.82%	25,678 $0
Q3 2017 Oct 30, 2017	BUY	N/A	89 Added 1.16%	7,762 $679,000
Q2 2017 Jun 03, 2019	BUY	N/A	265 Added 3.58%	7,673 $639,000
Q1 2017 Jun 03, 2019	BUY	N/A	20 Added 0.27%	7,408 $604,000
Q4 2016 Jun 03, 2019	BUY	N/A	1,791 Added 32.0%	7,388 $588,000
Q2 2016 Jun 03, 2019	SELL	N/A	-2,794 Reduced 33.3%	5,597 $376,000
Q1 2016 Jun 03, 2019	BUY	N/A	8,391	8,391 $253,000

Others Institutions Holding SPSM

# of Institutions

972

Shares Held

216M

Call Options Held

94.2K

Put Options Held

14.4K

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About SPDR PORTFOLIO S&P 600 SMALL C

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