D. Scott Neal, Inc. Spdr Portfolio S&P 600 Small C Transaction History
D. Scott Neal, Inc.
- $216 Million
- Q3 2025
Shares
	  7 transactions
	
  Others Institutions Holding SPSM
# of Institutions
982Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K- 
    
      Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.09 Billion2.03% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC23.4MShares$1.07 Billion0.35% of portfolio
- 
    
      Betterment LLC New York, NY17.6MShares$809 Million1.6% of portfolio
- 
    
      Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$282 Million0.05% of portfolio
- 
    
      Valmark Advisers, Inc.5.32MShares$244 Million3.24% of portfolio