Warren Street Wealth Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History

Warren Street Wealth Advisors, LLC

  • $234 Million
  • Q3 2024

A detailed history of Warren Street Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 114,150 shares of SPSM stock, worth $5.2 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares
114,150
Previous 109,697 4.06%
Holding current value
$5.2 Million
Previous $4.56 Million 14.03%
% of portfolio
2.22%
Previous 2.31%

Shares

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

Oct 18, 2024
BUY
$41.02 - $46.01 $182,662 - $204,882
4,453 Added 4.06%
114,150 $5.19 Million
Q2 2024

Jul 30, 2024
BUY
$39.75 - $43.15 $141,470 - $153,570
3,559 Added 3.35%
109,697 $4.56 Million
Q1 2024

Apr 30, 2024
BUY
$39.85 - $43.04 $158,045 - $170,696
3,966 Added 3.88%
106,138 $4.57 Million
Q4 2023

Mar 19, 2024
BUY
$34.3 - $42.83 $131,712 - $164,467
3,840 Added 3.91%
102,172 $4.31 Million
Q3 2023

Oct 18, 2023
BUY
$36.35 - $41.02 $24,136 - $27,237
664 Added 0.68%
98,332 $3.63 Million
Q2 2023

Jul 17, 2023
BUY
$35.57 - $38.94 $68,685 - $75,193
1,931 Added 2.02%
97,668 $3.79 Million
Q1 2023

Apr 28, 2023
BUY
$36.04 - $42.08 $157,242 - $183,595
4,363 Added 4.77%
95,737 $3.62 Million
Q4 2022

Feb 01, 2023
BUY
$34.79 - $39.85 $197,294 - $225,989
5,671 Added 6.62%
91,374 $3.38 Million
Q3 2022

Oct 19, 2022
BUY
$33.99 - $41.52 $54,350 - $66,390
1,599 Added 1.9%
85,703 $2.92 Million
Q2 2022

Jul 18, 2022
BUY
$34.83 - $42.53 $104,037 - $127,037
2,987 Added 3.68%
84,104 $3.03 Million
Q1 2022

May 04, 2022
BUY
$39.91 - $45.5 $3.24 Million - $3.69 Million
81,117 New
81,117 $3.41 Million

Others Institutions Holding SPSM

# of Institutions
892
Shares Held
198M
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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