Wealth Advisory Solutions, LLC Spdr Portfolio S&P 600 Small C Transaction History

Wealth Advisory Solutions, LLC

  • $357 Million
  • Q4 2024

A detailed history of Wealth Advisory Solutions, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 69,744 shares of SPSM stock, worth $3.19 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
69,744
Previous 63,515 9.81%
Holding current value
$3.19 Million
Previous $2.89 Million 8.37%
% of portfolio
0.88%
Previous 0.8%

Shares

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

Feb 06, 2025
BUY
$44.33 - $49.55 $276,131 - $308,646
6,229 Added 9.81%
69,744 $3.13 Million
Q3 2024

Oct 21, 2024
BUY
$41.02 - $46.01 $99,268 - $111,344
2,420 Added 3.96%
63,515 $2.89 Million
Q2 2024

Jul 26, 2024
BUY
$39.75 - $43.15 $24,605 - $26,709
619 Added 1.02%
61,095 $2.54 Million
Q1 2024

Apr 23, 2024
BUY
$39.85 - $43.04 $2.41 Million - $2.6 Million
60,476 New
60,476 $2.6 Million
Q3 2023

Feb 07, 2024
BUY
$36.35 - $41.02 $56,378 - $63,622
1,551 Added 2.75%
58,000 $2.14 Million
Q2 2023

Aug 07, 2023
BUY
$35.57 - $38.94 $21,235 - $23,247
597 Added 1.07%
56,449 $2.19 Million
Q1 2023

May 15, 2023
BUY
$36.04 - $42.08 $47,248 - $55,166
1,311 Added 2.4%
55,852 $2.11 Million
Q4 2022

Feb 10, 2023
BUY
$34.79 - $39.85 $22,857 - $26,181
657 Added 1.22%
54,541 $2.02 Million
Q3 2022

Nov 16, 2022
SELL
$33.99 - $41.52 $2.24 Million - $2.73 Million
-65,846 Reduced 55.0%
53,884 $1.84 Million
Q2 2022

Aug 05, 2022
BUY
$34.83 - $42.53 $3.39 Million - $4.13 Million
97,223 Added 431.97%
119,730 $4.31 Million
Q1 2022

May 16, 2022
BUY
$39.91 - $45.5 $272,026 - $310,128
6,816 Added 43.44%
22,507 $947,000
Q3 2021

Nov 03, 2021
SELL
$40.71 - $44.23 $169,760 - $184,439
-4,170 Reduced 21.0%
15,691 $668,000
Q2 2021

Jul 21, 2021
BUY
$41.43 - $45.3 $1,947 - $2,129
47 Added 0.24%
19,861 $873,000
Q1 2021

May 13, 2021
SELL
$35.43 - $44.75 $13,002 - $16,423
-367 Reduced 1.82%
19,814 $1,000
Q4 2020

Jan 28, 2021
BUY
$27.77 - $35.98 $6,859 - $8,887
247 Added 1.24%
20,181 $722,000
Q3 2020

Dec 29, 2020
BUY
$25.57 - $29.57 $460 - $532
18 Added 0.09%
19,934 $545,000
Q2 2020

Dec 23, 2020
BUY
$19.87 - $29.39 $6,517 - $9,639
328 Added 1.67%
19,916 $529,000
Q1 2020

Dec 18, 2020
BUY
$18.96 - $33.37 $163,397 - $287,582
8,618 Added 78.56%
19,588 $427,000
Q4 2019

Jan 27, 2021
BUY
$28.98 - $32.81 $317,910 - $359,925
10,970 New
10,970 $357,000

Others Institutions Holding SPSM

# of Institutions
962
Shares Held
215M
Call Options Held
94.4K
Put Options Held
11.1K
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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