Vestia Personal Wealth Advisors Spdr Portfolio S&P 600 Small C Transaction History

Vestia Personal Wealth Advisors

  • $121 Billion
  • Q4 2024

A detailed history of Vestia Personal Wealth Advisors transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 6,640 shares of SPSM stock, worth $306,502. This represents 0.25% of its overall portfolio holdings.

Number of Shares
6,640
Previous 6,606 0.51%
Holding current value
$306,502
Previous $301 Million 0.78%
% of portfolio
0.25%
Previous 0.28%

Shares

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

Jan 27, 2025
BUY
$44.33 - $49.55 $1,507 - $1,684
34 Added 0.51%
6,640 $298 Million
Q3 2024

Nov 04, 2024
SELL
$41.02 - $46.01 $8,901 - $9,984
-217 Reduced 3.18%
6,606 $301 Million
Q2 2024

Aug 09, 2024
BUY
$39.75 - $43.15 $271,214 - $294,412
6,823 New
6,823 $283 Million

Others Institutions Holding SPSM

# of Institutions
910
Shares Held
203M
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
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