Bip Wealth, LLC Spdr Portfolio S&P 600 Small C Transaction History
Bip Wealth, LLC
- $1.53 Trillion
- Q1 2025
A detailed history of Bip Wealth, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Bip Wealth, LLC holds 19,250 shares of SPSM stock, worth $791,175. This represents 0.05% of its overall portfolio holdings.
Number of Shares
19,250
Previous 22,108
12.93%
Holding current value
$791,175
Previous $993 Million
20.99%
% of portfolio
0.05%
Previous 0.07%
Shares
9 transactions
Others Institutions Holding SPSM
# of Institutions
968Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$927 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$922 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$663 Million1.56% of portfolio
-
Valmark Advisers, Inc.5.85MShares$240 Million3.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$232 Million0.04% of portfolio