Financial Security Advisor, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Financial Security Advisor, Inc.
- $394 Billion
- Q4 2024
A detailed history of Financial Security Advisor, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Financial Security Advisor, Inc. holds 355,782 shares of SPSM stock, worth $16.3 Million. This represents 4.06% of its overall portfolio holdings.
Number of Shares
355,782
Previous 442,635
19.62%
Holding current value
$16.3 Million
Previous $20.1 Billion
20.66%
% of portfolio
4.06%
Previous 5.02%
Shares
6 transactions
Others Institutions Holding SPSM
# of Institutions
962Shares Held
215MCall Options Held
94.4KPut Options Held
11.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$1.01 Billion2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$961 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$739 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$298 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$253 Million0.05% of portfolio