Barnes Wealth Management Group, Inc Spdr Portfolio S&P 600 Small C Transaction History
Barnes Wealth Management Group, Inc
- $156 Billion
- Q1 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 5,080 shares of SPSM stock, worth $213,868. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,080
Previous 15,110
66.38%
Holding current value
$213,868
Previous $679 Million
69.49%
% of portfolio
0.13%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
970Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$950 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$944 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$679 Million1.56% of portfolio
-
Valmark Advisers, Inc.5.85MShares$246 Million3.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$238 Million0.04% of portfolio