Caliber Wealth Management, LLC / Ks Spdr Portfolio S&P 600 Small C Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 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 52,542 shares of SPSM stock, worth $2.18 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
52,542Holding current value
$2.18 Million% of portfolio
0.29%Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
969Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$938 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$932 Million0.37% of portfolio
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Betterment LLC New York, NY16.1MShares$670 Million1.56% of portfolio
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Valmark Advisers, Inc.5.85MShares$243 Million3.64% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$235 Million0.04% of portfolio