Vista Wealth Management Group, LLC Spdr Portfolio S&P 600 Small C Transaction History

Vista Wealth Management Group, LLC

  • $1.47 Billion
  • Q1 2025

A detailed history of Vista Wealth Management Group, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 7,358 shares of SPSM stock, worth $335,230. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,358
Previous 7,184 2.42%
Holding current value
$335,230
Previous $322,000 7.45%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$40.03 - $46.81 $6,965 - $8,144
174 Added 2.42%
7,358 $298,000
Q3 2023

Nov 14, 2023
SELL
$36.35 - $41.02 $13,994 - $15,792
-385 Reduced 5.09%
7,184 $265,000
Q3 2022

Oct 25, 2022
BUY
$33.99 - $41.52 $257,270 - $314,264
7,569 New
7,569 $275,000

Others Institutions Holding SPSM

# of Institutions
1,007
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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