Bernard Wealth Management Corp. Spdr Portfolio S&P 600 Small C Transaction History
Bernard Wealth Management Corp.
- $205 Billion
- Q1 2025
A detailed history of Bernard Wealth Management Corp. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 5,202 shares of SPSM stock, worth $202,617. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,202
Previous 5,202
-0.0%
Holding current value
$202,617
Previous $234 Million
9.26%
% of portfolio
0.1%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
967Shares Held
218MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$862 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$819 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$630 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$254 Million0.03% of portfolio
-
Valmark Advisers, Inc.5.85MShares$228 Million3.64% of portfolio