Ehrlich Financial Group Spdr Portfolio S&P 600 Small C Transaction History
Ehrlich Financial Group
- $140 Billion
- Q3 2024
A detailed history of Ehrlich Financial Group transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Ehrlich Financial Group holds 13,779 shares of SPSM stock, worth $631,353. This represents 0.45% of its overall portfolio holdings.
Number of Shares
13,779
Previous 13,777
0.01%
Holding current value
$631,353
Previous $572 Million
9.6%
% of portfolio
0.45%
Previous 0.45%
Shares
4 transactions
Others Institutions Holding SPSM
# of Institutions
892Shares Held
198MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.02 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$893 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$709 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$282 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$256 Million0.05% of portfolio