Coordinated Financial Services, Inc./Co Spdr Portfolio S&P 600 Small C Transaction History
Coordinated Financial Services, Inc./Co
- $131 Billion
- Q1 2025
A detailed history of Coordinated Financial Services, Inc./Co transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 7,127 shares of SPSM stock, worth $296,198. This represents 0.22% of its overall portfolio holdings.
Number of Shares
7,127
Previous 7,040
1.24%
Holding current value
$296,198
Previous $292 Million
0.65%
% of portfolio
0.22%
Previous 0.25%
Shares
3 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
-
Betterment LLC New York, NY16.1MShares$670 Million1.56% of portfolio
-
Valmark Advisers, Inc.5.85MShares$243 Million3.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$235 Million0.04% of portfolio