Adams Wealth Management Spdr Portfolio S&P 600 Small C Transaction History
Adams Wealth Management
- $474 Million
- Q2 2025
A detailed history of Adams Wealth Management transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Adams Wealth Management holds 34,929 shares of SPSM stock, worth $1.64 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
34,929
Previous 22,567
54.78%
Holding current value
$1.64 Million
Previous $919,000
61.81%
% of portfolio
0.31%
Previous 0.2%
Shares
8 transactions
Others Institutions Holding SPSM
# of Institutions
969Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.12 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.1 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$825 Million1.6% of portfolio
-
Valmark Advisers, Inc.6.26MShares$293 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$288 Million0.05% of portfolio