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

Us Advisors Wealth Management, LLC

  • $308 Million
  • Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 9,492 shares of SPSM stock, worth $441,947. This represents 0.14% of its overall portfolio holdings.

Number of Shares
9,492
Previous 9,928 4.39%
Holding current value
$441,947
Previous $450,000 5.33%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Jan 23, 2025
SELL
$44.33 - $49.55 $19,327 - $21,603
-436 Reduced 4.39%
9,492 $426,000
Q3 2024

Nov 07, 2024
SELL
$41.02 - $46.01 $99,104 - $111,160
-2,416 Reduced 19.57%
9,928 $450,000
Q2 2024

Aug 06, 2024
SELL
$39.75 - $43.15 $182,651 - $198,274
-4,595 Reduced 27.13%
12,344 $512,000
Q4 2023

Feb 12, 2024
SELL
$34.3 - $42.83 $705,928 - $881,484
-20,581 Reduced 54.85%
16,939 $714,000
Q3 2023

Nov 09, 2023
SELL
$36.35 - $41.02 $2,144 - $2,420
-59 Reduced 0.16%
37,520 $1.38 Million
Q2 2023

Aug 01, 2023
BUY
$35.57 - $38.94 $56,769 - $62,148
1,596 Added 4.44%
37,579 $1.47 Million
Q1 2023

Apr 13, 2023
SELL
$36.04 - $42.08 $124,554 - $145,428
-3,456 Reduced 8.76%
35,983 $1.36 Million
Q4 2022

Feb 10, 2023
BUY
$34.79 - $39.85 $904 - $1,036
26 Added 0.07%
39,439 $1.46 Million
Q3 2022

Nov 14, 2022
SELL
$33.99 - $41.52 $4,486 - $5,480
-132 Reduced 0.33%
39,413 $1.34 Million
Q2 2022

Aug 12, 2022
BUY
$34.83 - $42.53 $34,586 - $42,232
993 Added 2.58%
39,545 $1.42 Million
Q1 2022

Jun 08, 2022
BUY
$39.91 - $45.5 $54,277 - $61,880
1,360 Added 3.66%
38,552 $1.62 Million
Q4 2021

Feb 14, 2022
BUY
$42.23 - $46.94 $132,559 - $147,344
3,139 Added 9.22%
37,192 $1.66 Million
Q3 2021

Nov 03, 2021
BUY
$40.71 - $44.23 $121,926 - $132,468
2,995 Added 9.64%
34,053 $1.45 Million
Q2 2021

Aug 09, 2021
BUY
$41.43 - $45.3 $197,662 - $216,126
4,771 Added 18.15%
31,058 $1.36 Million
Q1 2021

May 11, 2021
SELL
$35.43 - $44.75 $376,550 - $475,603
-10,628 Reduced 28.79%
26,287 $1.11 Million
Q4 2020

Feb 11, 2021
BUY
$27.77 - $35.98 $1.03 Million - $1.33 Million
36,915 New
36,915 $1.32 Million

Others Institutions Holding SPSM

# of Institutions
893
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 Us Advisors Wealth Management, LLC Portfolio

Follow Us Advisors Wealth Management, 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 Us Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email