Disciplined Investors, L.L.C. Spdr Portfolio S&P 600 Small C Transaction History
Disciplined Investors, L.L.C.
- $111 Billion
- Q1 2025
A detailed history of Disciplined Investors, L.L.C. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Disciplined Investors, L.L.C. holds 64,478 shares of SPSM stock, worth $2.68 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
64,478
Previous 65,905
2.17%
Holding current value
$2.68 Million
Previous $2.92 Billion
10.02%
% of portfolio
2.37%
Previous 2.81%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
969Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$938 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$932 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$670 Million1.56% of portfolio
-
Valmark Advisers, Inc.5.85MShares$243 Million3.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$235 Million0.04% of portfolio