Ehrlich Financial Group Spdr Portfolio S&P 600 Small C Transaction History
Ehrlich Financial Group
- $141 Billion
- Q4 2024
A detailed history of Ehrlich Financial Group transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Ehrlich Financial Group holds 14,654 shares of SPSM stock, worth $682,290. This represents 0.47% of its overall portfolio holdings.
Number of Shares
14,654
Previous 13,779
6.35%
Holding current value
$682,290
Previous $627 Million
4.97%
% of portfolio
0.47%
Previous 0.45%
Shares
5 transactions
Others Institutions Holding SPSM
# of Institutions
919Shares Held
205MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.03 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$908 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$720 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$286 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$258 Million0.05% of portfolio