Bartlett & Co. Wealth Management LLC Spdr Portfolio S&P 600 Small C Transaction History
Bartlett & Co. Wealth Management LLC
- $7.16 Trillion
- Q2 2025
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 1,542 shares of SPSM stock, worth $67,123. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,542
Previous 1,542
-0.0%
Holding current value
$67,123
Previous $62.9 Million
4.51%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
974Shares Held
202MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$982 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$977 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$702 Million1.56% of portfolio
-
Valmark Advisers, Inc.6.26MShares$273 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$246 Million0.04% of portfolio