Global Financial Private Client, LLC Spdr Portfolio S&P 600 Small C Transaction History
Global Financial Private Client, LLC
- $267 Billion
- Q2 2025
A detailed history of Global Financial Private Client, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Global Financial Private Client, LLC holds 16,423 shares of SPSM stock, worth $718,834. This represents 0.26% of its overall portfolio holdings.
Number of Shares
16,423
Previous 11,937
37.58%
Holding current value
$718,834
Previous $487 Million
43.79%
% of portfolio
0.26%
Previous 0.19%
Shares
17 transactions
Others Institutions Holding SPSM
# of Institutions
974Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$987 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$982 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$706 Million1.56% of portfolio
-
Valmark Advisers, Inc.6.26MShares$274 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$247 Million0.04% of portfolio