Clear Point Advisors Inc. Spdr Portfolio S&P 600 Small C Transaction History
Clear Point Advisors Inc.
- $111 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
967Shares Held
201MCall Options Held
64.8KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$921 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$916 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$658 Million1.56% of portfolio
-
Valmark Advisers, Inc.5.85MShares$239 Million3.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$231 Million0.04% of portfolio