Detalus Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History
Detalus Advisors, LLC
- $355 Million
- Q3 2025
Shares
10 transactions
Others Institutions Holding SPSM
# of Institutions
1,006Shares Held
205MCall Options Held
36.7KPut 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, NY18.1MShares$850 Million1.66% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA6.36MShares$298 Million0.05% of portfolio
-
Morgan Stanley New York, NY5.37MShares$252 Million0.02% of portfolio