Alta Wealth Advisors LLC Spdr Portfolio S&P 600 Small C Transaction History
Alta Wealth Advisors LLC
- $276 Million
- Q3 2025
A detailed history of Alta Wealth Advisors LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 47,984 shares of SPSM stock, worth $2.19 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
47,984
Previous 41,989
14.28%
Holding current value
$2.19 Million
Previous $1.79 Million
24.27%
% of portfolio
0.81%
Previous 0.84%
Shares
16 transactions
Others Institutions Holding SPSM
# of Institutions
1,006Shares Held
206MCall 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