Envestnet Portfolio Solutions, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Envestnet Portfolio Solutions, Inc.

$23.8 Billion
Q3 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 1,254,850 shares of SPSM stock, worth $58.1 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

1,254,850

Previous 567,592 121.08%

Holding current value

$58.1 Million

Previous $24.2 Million 140.39%

% of portfolio

0.24%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$42.26 - $47.16 $29 Million - $32.4 Million	687,258 Added 121.08%	1,254,850 $58.1 Million
Q2 2025 Jul 25, 2025	BUY	$35.35 - $42.68 $915,600 - $1.11 Million	25,901 Added 4.78%	567,592 $24.2 Million
Q1 2025 Apr 21, 2025	SELL	$40.03 - $46.81 $8.65 Million - $10.1 Million	-216,001 Reduced 28.51%	541,691 $22.1 Million
Q4 2024 Feb 10, 2025	BUY	$44.33 - $49.55 $2.14 Million - $2.39 Million	48,196 Added 6.79%	757,692 $34 Million
Q3 2024 Oct 31, 2024	BUY	$41.02 - $46.01 $1.21 Million - $1.36 Million	29,586 Added 4.35%	709,496 $32.3 Million
Q2 2024 Jul 16, 2024	BUY	$39.75 - $43.15 $3.42 Million - $3.71 Million	85,996 Added 14.48%	679,910 $28.2 Million
Q1 2024 May 06, 2024	BUY	$39.85 - $43.04 $1.44 Million - $1.56 Million	36,173 Added 6.49%	593,914 $25.6 Million
Q4 2023 Feb 07, 2024	BUY	$34.3 - $42.83 $6.22 Million - $7.76 Million	181,285 Added 48.16%	557,741 $23.5 Million
Q3 2023 Nov 13, 2023	BUY	$36.35 - $41.02 $13.7 Million - $15.4 Million	376,456 New	376,456 $13.9 Million

Others Institutions Holding SPSM

# of Institutions

985

Shares Held

200M

Call Options Held

51.7K

Put Options Held

1.2K

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 Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Account

Envestnet Portfolio Solutions, Inc. Spdr Portfolio S&P 600 Small C Transaction History