Adams Wealth Management Spdr Portfolio S&P 600 Small C Transaction History
Adams Wealth Management
- $433 Million
- Q3 2024
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 13,529 shares of SPSM stock, worth $657,644. This represents 0.14% of its overall portfolio holdings.
Number of Shares
13,529
Previous 13,544
0.11%
Holding current value
$657,644
Previous $562,000
9.43%
% of portfolio
0.14%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding SPSM
# of Institutions
889Shares Held
197MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.08 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$947 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$752 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$299 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$272 Million0.05% of portfolio