Arcadia Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History

Arcadia Wealth Management, LLC

$203 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	BUY	$34.79 - $39.85 $323,547 - $370,605	9,300 New	9,300 $344 Million

Others Institutions Holding SPSM

# of Institutions

967

Shares Held

201M

Call Options Held

64.8K

Put Options Held

5.94K

Financial Engines Advisors L.L.C. Santa Clara, CA

22.6M
Shares

$927 Million
1.98% of portfolio
Lpl Financial LLC Fort Mill, SC

22.4M
Shares

$922 Million
0.37% of portfolio
Betterment LLC New York, NY

16.1M
Shares

$663 Million
1.56% of portfolio
Valmark Advisers, Inc.

5.85M
Shares

$240 Million
3.64% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.65M
Shares

$232 Million
0.04% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arcadia Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arcadia Wealth Management, LLC with notifications on news.