Apexium Financial, LP Spdr Portfolio S&P 600 Small C Transaction History
Apexium Financial, LP
- $1.71 Billion
- Q2 2025
A detailed history of Apexium Financial, LP transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Apexium Financial, LP holds 28,969 shares of SPSM stock, worth $1.33 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
28,969
Previous 14,217
103.76%
Holding current value
$1.33 Million
Previous $579,000
113.13%
% of portfolio
0.07%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SPSM
# of Institutions
979Shares Held
198MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.09 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.07 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$809 Million1.6% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$282 Million0.05% of portfolio
-
Valmark Advisers, Inc.5.32MShares$244 Million3.24% of portfolio