Bernard Wealth Management Corp. Spdr Portfolio S&P 600 Small C Transaction History
Bernard Wealth Management Corp.
- $239 Billion
- Q3 2025
A detailed history of Bernard Wealth Management Corp. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 5,202 shares of SPSM stock, worth $238,927. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,202
Previous 5,202
-0.0%
Holding current value
$238,927
Previous $222 Million
8.73%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
981Shares Held
200MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.09 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.07 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$809 Million1.6% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$282 Million0.05% of portfolio
-
Valmark Advisers, Inc.5.32MShares$244 Million3.24% of portfolio