Bcgm Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Bcgm Wealth Management, LLC
- $322 Million
- Q2 2025
A detailed history of Bcgm Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 59,530 shares of SPSM stock, worth $2.73 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
59,530
Previous 61,857
3.76%
Holding current value
$2.73 Million
Previous $2.52 Million
0.56%
% of portfolio
0.79%
Previous 0.85%
Shares
14 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