Avion Wealth Spdr Portfolio S&P 600 Small C Transaction History

Avion Wealth

$466 Million
Q3 2025

A detailed history of Avion Wealth transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Avion Wealth holds 17 shares of SPSM stock, worth $780. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$780

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 24, 2025	BUY	$42.26 - $47.16 $718 - $801	17 New	17 $0

Others Institutions Holding SPSM

# of Institutions

982

Shares Held

199M

Call Options Held

51.7K

Put Options Held

1.2K

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

23.8M
Shares

$1.09 Billion
2.03% of portfolio
Lpl Financial LLC Fort Mill, SC

23.4M
Shares

$1.07 Billion
0.35% of portfolio
Betterment LLC New York, NY

17.6M
Shares

$809 Million
1.6% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.15M
Shares

$282 Million
0.05% of portfolio
Valmark Advisers, Inc.

5.32M
Shares

$244 Million
3.24% of portfolio

View Full List

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 Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.

Account