Caliber Wealth Management, LLC / Ks Spdr Portfolio S&P 600 Small C Transaction History
Caliber Wealth Management, LLC / Ks
- $897 Billion
- Q3 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 36,370 shares of SPSM stock, worth $1.7 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
36,370
Previous 46,614
21.98%
Holding current value
$1.7 Million
Previous $1.99 Billion
15.16%
% of portfolio
0.19%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding SPSM
# of Institutions
999Shares Held
202MCall Options Held
51.7KPut Options Held
1.2K-
Lpl Financial LLC Fort Mill, SC25.6MShares$1.2 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.12 Billion2.03% of portfolio
-
Betterment LLC New York, NY17.6MShares$826 Million1.6% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.36MShares$298 Million0.05% of portfolio
-
Valmark Advisers, Inc.5.32MShares$249 Million3.24% of portfolio