Evernest Financial Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History
Evernest Financial Advisors, LLC
- $275 Million
- Q2 2025
A detailed history of Evernest Financial Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 129,380 shares of SPSM stock, worth $5.6 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
129,380Holding current value
$5.6 Million% of portfolio
2.0%Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
976Shares Held
201MCall Options Held
64.8KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$976 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$970 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$698 Million1.56% of portfolio
-
Valmark Advisers, Inc.6.26MShares$271 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$244 Million0.04% of portfolio