Bcs Wealth Management Spdr Portfolio S&P 600 Small C Transaction History
Bcs Wealth Management
- $465 Million
- Q2 2025
A detailed history of Bcs Wealth Management transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Bcs Wealth Management holds 11,045 shares of SPSM stock, worth $485,980. This represents 0.1% of its overall portfolio holdings.
Number of Shares
11,045
Previous 11,775
6.2%
Holding current value
$485,980
Previous $480,000
1.88%
% of portfolio
0.1%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding SPSM
# of Institutions
973Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$993 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$987 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$710 Million1.56% of portfolio
-
Valmark Advisers, Inc.6.26MShares$276 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$249 Million0.04% of portfolio