Baystate Wealth Management LLC Spdr Portfolio S&P 600 Small C Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
Shares
3 transactions
Others Institutions Holding SPSM
# of Institutions
967Shares Held
209MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$865 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$822 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$632 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$255 Million0.03% of portfolio
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Valmark Advisers, Inc.5.85MShares$229 Million3.64% of portfolio