Disciplined Investors, L.L.C. Spdr Portfolio S&P 600 Small C Transaction History
Disciplined Investors, L.L.C.
- $128 Billion
- Q2 2025
A detailed history of Disciplined Investors, L.L.C. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Disciplined Investors, L.L.C. holds 68,596 shares of SPSM stock, worth $3.19 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
68,596
Previous 64,478
6.39%
Holding current value
$3.19 Million
Previous $2.63 Billion
11.19%
% of portfolio
2.28%
Previous 2.37%
Shares
3 transactions
Others Institutions Holding SPSM
# of Institutions
971Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.11 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.09 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$819 Million1.6% of portfolio
-
Valmark Advisers, Inc.6.26MShares$291 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$286 Million0.05% of portfolio