Xy Planning Network, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Xy Planning Network, Inc.
- $294 Billion
- Q2 2025
A detailed history of Xy Planning Network, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Xy Planning Network, Inc. holds 30,903 shares of SPSM stock, worth $1.42 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
30,903
              Previous 20,204
              
        
           52.95%
        
      
          
        Holding current value
$1.42 Million
            Previous $824 Million
            
        
           59.86%
        
      
          
        % of portfolio
0.45%
            Previous 0.55%
          
        Shares
	  2 transactions
	
  Others Institutions Holding SPSM
# of Institutions
982Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K- 
    
      Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.09 Billion2.03% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC23.4MShares$1.07 Billion0.35% of portfolio
- 
    
      Betterment LLC New York, NY17.6MShares$809 Million1.6% of portfolio
- 
    
      Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$282 Million0.05% of portfolio
- 
    
      Valmark Advisers, Inc.5.32MShares$244 Million3.24% of portfolio