Fiduciary Group LLC Spdr Portfolio S&P 600 Small C Transaction History
Fiduciary Group LLC
- $1.04 Billion
- Q2 2025
A detailed history of Fiduciary Group LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Fiduciary Group LLC holds 80,499 shares of SPSM stock, worth $3.72 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
80,499
Previous 53,174
51.39%
Holding current value
$3.72 Million
Previous $2.17 Million
58.24%
% of portfolio
0.33%
Previous 0.22%
Shares
8 transactions
Others Institutions Holding SPSM
# of Institutions
969Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.1 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.08 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$814 Million1.6% of portfolio
-
Valmark Advisers, Inc.6.26MShares$289 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$284 Million0.05% of portfolio