Wealth Advisors Of Iowa, LLC Spdr Portfolio S&P 600 Small C Transaction History

Wealth Advisors Of Iowa, LLC

$198 Billion
Q4 2024

A detailed history of Wealth Advisors Of Iowa, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wealth Advisors Of Iowa, LLC holds 23,300 shares of SPSM stock, worth $972,076. This represents 0.53% of its overall portfolio holdings.

Number of Shares

23,300

Previous 24,544 5.07%

Holding current value

$972,076

Previous $1.12 Billion 6.3%

% of portfolio

0.53%

Previous 0.57%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$44.33 - $49.55 $55,146 - $61,640	-1,244 Reduced 5.07%	23,300 $1.05 Billion
Q3 2024 Nov 12, 2024	BUY	$41.02 - $46.01 $1.01 Million - $1.13 Million	24,544 New	24,544 $1.12 Billion
Q1 2024 May 07, 2024	SELL	$39.85 - $43.04 $23,113 - $24,963	-580 Reduced 2.33%	24,284 $1.05 Million
Q4 2023 Feb 08, 2024	SELL	$34.3 - $42.83 $8,266 - $10,322	-241 Reduced 0.96%	24,864 $1.05 Million
Q3 2023 Nov 07, 2023	BUY	$36.35 - $41.02 $28,025 - $31,626	771 Added 3.17%	25,105 $926,000
Q2 2023 Jul 25, 2023	SELL	$35.57 - $38.94 $4.77 Million - $5.22 Million	-134,179 Reduced 84.65%	24,334 $945,000
Q1 2023 May 09, 2023	BUY	$36.04 - $42.08 $4.92 Million - $5.74 Million	136,428 Added 617.74%	158,513 $5.99 Million
Q4 2022 Feb 10, 2023	BUY	$34.79 - $39.85 $768,337 - $880,087	22,085 New	22,085 $816,000

Others Institutions Holding SPSM

# of Institutions

976

Shares Held

216M

Call Options Held

94.2K

Put Options Held

14.4K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Advisors Of Iowa, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisors Of Iowa, LLC with notifications on news.

Account

Wealth Advisors Of Iowa, LLC Spdr Portfolio S&P 600 Small C Transaction History