Adams Wealth Management Spdr Portfolio S&P 600 Small C Transaction History
Adams Wealth Management
- $420 Million
- Q3 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 6,507 shares of SPSM stock, worth $296,458. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,507
Previous 34,929
81.37%
Holding current value
$296,458
Previous $1.49 Million
79.76%
% of portfolio
0.07%
Previous 0.31%
Shares
9 transactions
Others Institutions Holding SPSM
# of Institutions
1,006Shares Held
205MCall Options Held
47KPut Options Held
1.2K-
Lpl Financial LLC Fort Mill, SC25.6MShares$1.17 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA23MShares$1.05 Billion2.04% of portfolio
-
Betterment LLC New York, NY18.1MShares$827 Million1.66% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.36MShares$290 Million0.05% of portfolio
-
Morgan Stanley New York, NY5.37MShares$245 Million0.02% of portfolio