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

Moneta Group Investment Advisors LLC

  • $12.3 Billion
  • Q3 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 6,300 shares of SPSM stock, worth $287,028. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,300
Previous 5,265 19.66%
Holding current value
$287,028
Previous $224,000 29.91%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
$42.26 - $47.16 $43,739 - $48,810
1,035 Added 19.66%
6,300 $291,000
Q2 2025

Aug 14, 2025
SELL
$35.35 - $42.68 $1,838 - $2,219
-52 Reduced 0.98%
5,265 $224,000
Q1 2025

May 15, 2025
BUY
$40.03 - $46.81 $212,839 - $248,888
5,317 New
5,317 $216,000
Q2 2024

Aug 13, 2024
SELL
$39.75 - $43.15 $185,672 - $201,553
-4,671 Closed
0 $0
Q1 2024

Aug 13, 2024
SELL
$39.85 - $43.04 $59,575 - $64,344
-1,495 Reduced 24.25%
4,671 $201,000
Q4 2023

Feb 15, 2024
BUY
$34.3 - $42.83 $211,493 - $264,089
6,166 New
6,166 $260,000
Q2 2023

Aug 15, 2023
BUY
$35.57 - $38.94 $187,453 - $205,213
5,270 New
5,270 $204,000
Q1 2022

May 11, 2022
SELL
$39.91 - $45.5 $180,393 - $205,660
-4,520 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$42.23 - $46.94 $190,879 - $212,168
4,520 New
4,520 $202,000
Q2 2021

Aug 13, 2021
SELL
$41.43 - $45.3 $223,473 - $244,348
-5,394 Closed
0 $0
Q1 2021

May 14, 2021
SELL
$35.43 - $44.75 $35,536 - $44,884
-1,003 Reduced 15.68%
5,394 $228,000
Q4 2020

Feb 12, 2021
BUY
$27.77 - $35.98 $177,644 - $230,164
6,397 New
6,397 $229,000
Q3 2020

Nov 13, 2020
SELL
$25.57 - $29.57 $351,255 - $406,203
-13,737 Closed
0 $0
Q2 2020

Aug 12, 2020
SELL
$19.87 - $29.39 $52,754 - $78,030
-2,655 Reduced 16.2%
13,737 $365,000
Q1 2020

May 13, 2020
SELL
$18.96 - $33.37 $380,091 - $668,968
-20,047 Reduced 55.02%
16,392 $358,000
Q4 2019

Feb 11, 2020
SELL
$28.98 - $32.81 $4,665 - $5,282
-161 Reduced 0.44%
36,439 $1.19 Million
Q3 2019

Nov 12, 2019
SELL
$29.9 - $31.15 $96,188 - $100,209
-3,217 Reduced 8.08%
36,600 $1.1 Million
Q2 2019

Aug 16, 2019
SELL
N/A
-15,444 Reduced 27.95%
39,817 $1.22 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-109,046 Reduced 66.37%
55,261 $1.22 Million
Q1 2019

May 16, 2019
SELL
N/A
-74,297 Reduced 31.14%
164,307 $4.97 Million
Q1 2019

May 15, 2019
BUY
N/A
79,651 Added 50.11%
238,604 $4.97 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-7,527 Reduced 4.52%
158,953 $4.19 Million
Q3 2018

Nov 13, 2018
BUY
N/A
137,612 Added 476.69%
166,480 $5.53 Million
Q2 2018

Aug 15, 2018
SELL
N/A
-130,730 Reduced 81.91%
28,868 $932,000
Q2 2018

Aug 14, 2018
BUY
N/A
159,598 New
159,598 $5.24 Million

Others Institutions Holding SPSM

# of Institutions
1,015
Shares Held
205M
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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