49 Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
49 Wealth Management, LLC
- $939 Billion
- Q2 2025
A detailed history of 49 Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, 49 Wealth Management, LLC holds 6,693 shares of SPSM stock, worth $289,472. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,693
Previous 113,814
94.12%
Holding current value
$289,472
Previous $4.64 Billion
93.85%
% of portfolio
0.03%
Previous 0.56%
Shares
4 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