Evolution Wealth Management Inc. Spdr Portfolio S&P 600 Small C Transaction History
Evolution Wealth Management Inc.
- $97.4 Billion
- Q3 2025
A detailed history of Evolution Wealth Management Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 1,395 shares of SPSM stock, worth $63,556. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,395
Previous 1,875
25.6%
Holding current value
$63,556
Previous $79.9 Million
19.1%
% of portfolio
0.07%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
1,006Shares Held
206MCall Options Held
47KPut Options Held
1.2K-
Lpl Financial LLC Fort Mill, SC25.6MShares$1.17 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA23MShares$1.05 Billion2.04% of portfolio
-
Betterment LLC New York, NY18.1MShares$827 Million1.66% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.36MShares$290 Million0.05% of portfolio
-
Morgan Stanley New York, NY5.37MShares$245 Million0.02% of portfolio