Ae Wealth Management LLC Spdr Portfolio S&P 600 Small C Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 2025
A detailed history of Ae Wealth Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Ae Wealth Management LLC holds 57,139 shares of SPSM stock, worth $2.35 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
57,139
Previous 70,770
19.26%
Holding current value
$2.35 Million
Previous $3.18 Million
26.75%
% of portfolio
0.02%
Previous 0.03%
Shares
32 transactions
Others Institutions Holding SPSM
# of Institutions
968Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$927 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$922 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$663 Million1.56% of portfolio
-
Valmark Advisers, Inc.5.85MShares$240 Million3.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$232 Million0.04% of portfolio