A detailed history of Waller Financial Planning Group, Inc transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 814,231 shares of SPSM stock, worth $37.1 Million. This represents 9.2% of its overall portfolio holdings.

Number of Shares
814,231
Previous 812,187 0.25%
Holding current value
$37.1 Million
Previous $33.7 Million 9.86%
% of portfolio
9.2%
Previous 9.06%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 02, 2024

BUY
$41.02 - $46.01 $83,844 - $94,044
2,044 Added 0.25%
814,231 $37.1 Million
Q2 2024

Jul 02, 2024

BUY
$39.75 - $43.15 $431,764 - $468,695
10,862 Added 1.36%
812,187 $33.7 Million
Q1 2024

Apr 02, 2024

SELL
$39.85 - $43.04 $206,183 - $222,688
-5,174 Reduced 0.64%
801,325 $34.5 Million
Q4 2023

Jan 03, 2024

BUY
$34.3 - $42.83 $180,726 - $225,671
5,269 Added 0.66%
806,499 $34 Million
Q3 2023

Oct 18, 2023

SELL
$36.35 - $41.02 $214,465 - $242,018
-5,900 Reduced 0.73%
801,230 $29.6 Million
Q2 2023

Jul 05, 2023

BUY
$35.57 - $38.94 $571,681 - $625,843
16,072 Added 2.03%
807,130 $31.3 Million
Q1 2023

Apr 18, 2023

SELL
$36.04 - $42.08 $4.2 Million - $4.91 Million
-116,613 Reduced 12.85%
791,058 $29.9 Million
Q4 2022

Jan 05, 2023

BUY
$34.79 - $39.85 $343,133 - $393,040
9,863 Added 1.1%
907,671 $0
Q3 2022

Oct 20, 2022

BUY
$33.99 - $41.52 $174,504 - $213,163
5,134 Added 0.58%
897,808 $30.6 Million
Q2 2022

Jul 18, 2022

SELL
$34.83 - $42.53 $660,829 - $806,921
-18,973 Reduced 2.08%
892,674 $32.1 Million
Q1 2022

Apr 18, 2022

BUY
$39.91 - $45.5 $1.77 Million - $2.02 Million
44,447 Added 5.13%
911,647 $38.4 Million
Q4 2021

Jan 26, 2022

BUY
$42.23 - $46.94 $864,532 - $960,955
20,472 Added 2.42%
867,200 $38.8 Million
Q3 2021

Oct 19, 2021

BUY
$40.71 - $44.23 $1.01 Million - $1.1 Million
24,805 Added 3.02%
846,728 $36.1 Million
Q2 2021

Jul 22, 2021

BUY
$41.43 - $45.3 $745,408 - $815,037
17,992 Added 2.24%
821,923 $36.1 Million
Q1 2021

Apr 14, 2021

SELL
$35.43 - $44.75 $2.17 Million - $2.74 Million
-61,209 Reduced 7.08%
803,931 $34 Million
Q4 2020

Jan 14, 2021

BUY
$27.77 - $35.98 $2.67 Million - $3.46 Million
96,224 Added 12.51%
865,140 $31 Million
Q3 2020

Oct 19, 2020

BUY
$25.57 - $29.57 $371,762 - $429,918
14,539 Added 1.93%
768,916 $21.1 Million
Q2 2020

Jul 14, 2020

BUY
$19.87 - $29.39 $2.58 Million - $3.82 Million
129,818 Added 20.79%
754,377 $20 Million
Q1 2020

Apr 13, 2020

BUY
$18.96 - $33.37 $2.31 Million - $4.06 Million
121,594 Added 24.18%
624,559 $13.6 Million
Q4 2019

Jan 15, 2020

BUY
$28.98 - $32.81 $201,874 - $228,554
6,966 Added 1.4%
502,965 $16.4 Million
Q3 2019

Oct 30, 2019

BUY
$29.9 - $31.15 $604,787 - $630,071
20,227 Added 4.25%
495,999 $15.3 Million
Q2 2019

Jul 16, 2019

BUY
N/A
40,477 Added 9.3%
475,772 $14.6 Million
Q1 2019

Apr 17, 2019

BUY
N/A
34,468 Added 8.6%
435,295 $13.6 Million
Q4 2018

Jan 30, 2019

BUY
N/A
400,827 New
400,827 $10.6 Million

Others Institutions Holding SPSM

About SPDR PORTFOLIO S&P 600 SMALL C


  • Ticker SPSM
  • Sector ETFs
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