21 West Wealth Management LLC Spdr Portfolio S&P 600 Small C Transaction History
21 West Wealth Management LLC
- $105 Billion
- Q3 2025
A detailed history of 21 West Wealth Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, 21 West Wealth Management LLC holds 37,429 shares of SPSM stock, worth $1.72 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
37,429
Previous 36,132
3.59%
Holding current value
$1.72 Million
Previous $1.54 Billion
12.64%
% of portfolio
1.64%
Previous 1.55%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
973Shares Held
199MCall 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
-
Valmark Advisers, Inc.6.26MShares$288 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$282 Million0.05% of portfolio