Kingswood Wealth Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 31,221 shares of SPSM stock, worth $1.27 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
31,221
Previous 27,766 12.44%
Holding current value
$1.27 Million
Previous $1.26 Billion 10.99%
% of portfolio
0.11%
Previous 0.09%

Shares

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

Jan 22, 2025
BUY
$44.33 - $49.55 $153,160 - $171,195
3,455 Added 12.44%
31,221 $1.4 Billion
Q3 2024

Oct 21, 2024
BUY
$41.02 - $46.01 $369,959 - $414,964
9,019 Added 48.11%
27,766 $1.26 Billion
Q2 2024

Jul 09, 2024
BUY
$39.75 - $43.15 $745,193 - $808,933
18,747 New
18,747 $779 Million

Others Institutions Holding SPSM

# of Institutions
979
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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