Moneywise, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Moneywise, Inc.

$186 Million
Q4 2024

A detailed history of Moneywise, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Moneywise, Inc. holds 9,199 shares of SPSM stock, worth $420,394. This represents 0.22% of its overall portfolio holdings.

Number of Shares

9,199

Previous 11,919 22.82%

Holding current value

$420,394

Previous $542,000 23.8%

% of portfolio

0.22%

Previous 0.28%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$44.33 - $49.55 $120,577 - $134,776	-2,720 Reduced 22.82%	9,199 $413,000
Q3 2024 Oct 21, 2024	BUY	$41.02 - $46.01 $1,148 - $1,288	28 Added 0.24%	11,919 $542,000
Q2 2024 Jul 17, 2024	SELL	$39.75 - $43.15 $42,254 - $45,868	-1,063 Reduced 8.21%	11,891 $493,000
Q1 2024 Apr 22, 2024	SELL	$39.85 - $43.04 $135,330 - $146,163	-3,396 Reduced 20.77%	12,954 $557,000
Q4 2023 Jan 29, 2024	SELL	$34.3 - $42.83 $26,856 - $33,535	-783 Reduced 4.57%	16,350 $689,000
Q3 2023 Oct 23, 2023	SELL	$36.35 - $41.02 $7,778 - $8,778	-214 Reduced 1.23%	17,133 $632,000
Q2 2023 Jul 24, 2023	SELL	$35.57 - $38.94 $159,175 - $174,256	-4,475 Reduced 20.51%	17,347 $673,000
Q1 2023 Apr 21, 2023	SELL	$36.04 - $42.08 $3,099 - $3,618	-86 Reduced 0.39%	21,822 $824,000
Q4 2022 Jan 30, 2023	SELL	$34.79 - $39.85 $43,591 - $49,932	-1,253 Reduced 5.41%	21,908 $809,000
Q3 2022 Nov 03, 2022	SELL	$33.99 - $41.52 $14,547 - $17,770	-428 Reduced 1.81%	23,161 $789,000
Q2 2022 Aug 02, 2022	SELL	$34.83 - $42.53 $41,169 - $50,270	-1,182 Reduced 4.77%	23,589 $849,000
Q1 2022 Apr 20, 2022	SELL	$39.91 - $45.5 $16,123 - $18,382	-404 Reduced 1.6%	24,771 $1.04 Million
Q4 2021 Jan 12, 2022	SELL	$42.23 - $46.94 $31,756 - $35,298	-752 Reduced 2.9%	25,175 $1.13 Million
Q3 2021 Oct 12, 2021	SELL	$40.71 - $44.23 $50,154 - $54,491	-1,232 Reduced 4.54%	25,927 $1.1 Million
Q2 2021 Jul 22, 2021	SELL	$41.43 - $45.3 $68,856 - $75,288	-1,662 Reduced 5.77%	27,159 $1.19 Million
Q1 2021 Apr 14, 2021	SELL	$35.43 - $44.75 $44,287 - $55,937	-1,250 Reduced 4.16%	28,821 $1.22 Million
Q4 2020 Jan 15, 2021	SELL	$27.77 - $35.98 $9,386 - $12,161	-338 Reduced 1.11%	30,071 $1.08 Million
Q3 2020 Oct 13, 2020	SELL	$25.57 - $29.57 $59,680 - $69,016	-2,334 Reduced 7.13%	30,409 $833,000
Q2 2020 Jul 10, 2020	BUY	$19.87 - $29.39 $153,316 - $226,773	7,716 Added 30.83%	32,743 $870,000
Q1 2020 Apr 13, 2020	BUY	$18.96 - $33.37 $474,511 - $835,150	25,027 New	25,027 $547,000

Others Institutions Holding SPSM

# of Institutions

962

Shares Held

215M

Call Options Held

94.4K

Put Options Held

11.1K

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About SPDR PORTFOLIO S&P 600 SMALL C

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