Td Private Client Wealth LLC Spdr Portfolio S&P 600 Small C Transaction History
Td Private Client Wealth LLC
- $4.07 Trillion
- Q2 2025
A detailed history of Td Private Client Wealth LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Td Private Client Wealth LLC holds 4,133 shares of SPSM stock, worth $184,042. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,133
Previous 3,782
9.28%
Holding current value
$184,042
Previous $154 Million
14.21%
% of portfolio
0.0%
Previous 0.0%
Shares
22 transactions
Others Institutions Holding SPSM
# of Institutions
971Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.06 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.04 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$784 Million1.6% of portfolio
-
Valmark Advisers, Inc.6.26MShares$279 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$274 Million0.05% of portfolio