Legend Financial Advisors, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Legend Financial Advisors, Inc.

$142 Billion
Q4 2024

A detailed history of Legend Financial Advisors, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Legend Financial Advisors, Inc. holds 85,131 shares of SPSM stock, worth $3.5 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares

85,131

Previous 86,960 2.1%

Holding current value

$3.5 Million

Previous $3.96 Billion 3.37%

% of portfolio

2.7%

Previous 2.73%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 07, 2025	SELL	$44.33 - $49.55 $81,079 - $90,626	-1,829 Reduced 2.1%	85,131 $3.82 Billion
Q3 2024 Oct 17, 2024	SELL	$41.02 - $46.01 $17,515 - $19,646	-427 Reduced 0.49%	86,960 $3.96 Billion
Q2 2024 Jul 26, 2024	BUY	$39.75 - $43.15 $117,978 - $128,069	2,968 Added 3.52%	87,387 $3.63 Billion
Q1 2024 Apr 17, 2024	BUY	$39.85 - $43.04 $111,380 - $120,296	2,795 Added 3.42%	84,419 $3.63 Billion
Q4 2023 Jan 31, 2024	BUY	$34.3 - $42.83 $24,147 - $30,152	704 Added 0.87%	81,624 $3.44 Billion
Q3 2023 Nov 13, 2023	BUY	$36.35 - $41.02 $9,305 - $10,501	256 Added 0.32%	80,920 $2.99 Billion
Q2 2023 Aug 09, 2023	BUY	$35.57 - $38.94 $3,628 - $3,971	102 Added 0.13%	80,664 $3.13 Billion
Q1 2023 Apr 26, 2023	BUY	$36.04 - $42.08 $76,152 - $88,915	2,113 Added 2.69%	80,562 $3.04 Billion
Q4 2022 Jan 30, 2023	BUY	$34.79 - $39.85 $2.73 Million - $3.13 Million	78,449 New	78,449 $2.9 Billion
Q1 2020 May 15, 2020	SELL	$18.96 - $33.37 $961,499 - $1.69 Million	-50,712 Closed	0 $0
Q4 2019 Feb 20, 2020	BUY	$28.98 - $32.81 $144 - $164	5 Added 0.01%	50,712 $1.66 Million
Q3 2019 Dec 23, 2019	BUY	$29.9 - $31.15 $70,085 - $73,015	2,344 Added 4.85%	50,707 $1.52 Million
Q2 2019 Aug 13, 2019	BUY	N/A	666 Added 1.4%	48,363 $1.55 Million
Q1 2019 Aug 08, 2019	BUY	N/A	1,684 Added 3.66%	47,697 $1.44 Million
Q4 2018 Aug 08, 2019	BUY	N/A	46,013 New	46,013 $1.22 Million

Others Institutions Holding SPSM

# of Institutions

976

Shares Held

216M

Call Options Held

94.2K

Put Options Held

14.4K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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Legend Financial Advisors, Inc. Spdr Portfolio S&P 600 Small C Transaction History