Sky Oak Wealth, LLC Spdr Portfolio S&P 600 Small C Transaction History

Sky Oak Wealth, LLC

  • $465 Million
  • Q4 2024

A detailed history of Sky Oak Wealth, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 59,900 shares of SPSM stock, worth $2.78 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
59,900
Previous 61,080 1.93%
Holding current value
$2.78 Million
Previous $2.78 Million 3.2%
% of portfolio
0.58%
Previous 0.62%

Shares

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

Jan 24, 2025
SELL
$44.33 - $49.55 $52,309 - $58,469
-1,180 Reduced 1.93%
59,900 $2.69 Million
Q3 2024

Nov 04, 2024
BUY
$41.02 - $46.01 $103,616 - $116,221
2,526 Added 4.31%
61,080 $2.78 Million
Q2 2024

Aug 12, 2024
SELL
$39.75 - $43.15 $19,676 - $21,359
-495 Reduced 0.84%
58,554 $2.43 Million
Q1 2024

Apr 29, 2024
BUY
$39.85 - $43.04 $49,453 - $53,412
1,241 Added 2.15%
59,049 $2.54 Million
Q4 2023

Jan 12, 2024
BUY
$34.3 - $42.83 $106,501 - $132,987
3,105 Added 5.68%
57,808 $2.44 Million
Q3 2023

Oct 24, 2023
BUY
$36.35 - $41.02 $46,891 - $52,915
1,290 Added 2.42%
54,703 $2.02 Million
Q2 2023

Jul 20, 2023
BUY
$35.57 - $38.94 $56,271 - $61,603
1,582 Added 3.05%
53,413 $2.07 Million
Q1 2023

May 02, 2023
BUY
$36.04 - $42.08 $45,914 - $53,609
1,274 Added 2.52%
51,831 $1.96 Million
Q4 2022

Jan 26, 2023
BUY
$34.79 - $39.85 $58,099 - $66,549
1,670 Added 3.42%
50,557 $0
Q3 2022

Oct 25, 2022
BUY
$33.99 - $41.52 $50,373 - $61,532
1,482 Added 3.13%
48,887 $1.67 Million
Q2 2022

Jul 26, 2022
BUY
$34.83 - $42.53 $580,511 - $708,847
16,667 Added 54.22%
47,405 $1.71 Million
Q1 2022

Apr 18, 2022
BUY
$39.91 - $45.5 $43,342 - $49,413
1,086 Added 3.66%
30,738 $1.29 Million
Q4 2021

Jan 24, 2022
BUY
$42.23 - $46.94 $76,816 - $85,383
1,819 Added 6.54%
29,652 $1.33 Million
Q3 2021

Oct 21, 2021
BUY
$40.71 - $44.23 $15,673 - $17,028
385 Added 1.4%
27,833 $1.19 Million
Q2 2021

Jul 19, 2021
SELL
$41.43 - $45.3 $12,180 - $13,318
-294 Reduced 1.06%
27,448 $1.21 Million
Q1 2021

Apr 29, 2021
SELL
$35.43 - $44.75 $265,158 - $334,909
-7,484 Reduced 21.25%
27,742 $1.21 Million
Q4 2020

Feb 02, 2021
SELL
$27.77 - $35.98 $55 - $71
-2 Reduced 0.01%
35,226 $1.26 Million
Q3 2020

Nov 03, 2020
SELL
$25.57 - $29.57 $29,789 - $34,449
-1,165 Reduced 3.2%
35,228 $965,000
Q2 2020

Aug 10, 2020
BUY
$19.87 - $29.39 $169,630 - $250,902
8,537 Added 30.65%
36,393 $967,000
Q1 2020

May 04, 2020
BUY
$18.96 - $33.37 $4,853 - $8,542
256 Added 0.93%
27,856 $608,000
Q4 2019

Feb 04, 2020
BUY
$28.98 - $32.81 $799,848 - $905,556
27,600 New
27,600 $901,000

Others Institutions Holding SPSM

# of Institutions
895
Shares Held
199M
Call Options Held
39.5K
Put Options Held
5.8K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
Track This Portfolio

Track Sky Oak Wealth, LLC Portfolio

Follow Sky Oak Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sky Oak Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sky Oak Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email