Lri Investments, LLC Spdr Portfolio S&P 600 Small C Transaction History

Lri Investments, LLC

$1.03 Trillion
Q1 2025

A detailed history of Lri Investments, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Lri Investments, LLC holds 516 shares of SPSM stock, worth $21,063. This represents 0.0% of its overall portfolio holdings.

Number of Shares

516

Holding current value

$21,063

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 01, 2025	BUY	$40.03 - $46.81 $20,655 - $24,153	516 New	516 $21 Million

Others Institutions Holding SPSM

# of Institutions

966

Shares Held

201M

Call Options Held

64.8K

Put Options Held

5.8K

Financial Engines Advisors L.L.C. Santa Clara, CA

22.6M
Shares

$921 Million
1.98% of portfolio
Lpl Financial LLC Fort Mill, SC

22.4M
Shares

$916 Million
0.37% of portfolio
Betterment LLC New York, NY

16.1M
Shares

$658 Million
1.56% of portfolio
Valmark Advisers, Inc.

5.85M
Shares

$239 Million
3.64% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.65M
Shares

$231 Million
0.04% of portfolio

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 Lri Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lri Investments, LLC with notifications on news.

Account

Lri Investments, LLC Spdr Portfolio S&P 600 Small C Transaction History