Financial Insights, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Financial Insights, Inc.
- $266 Million
- Q2 2025
A detailed history of Financial Insights, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Financial Insights, Inc. holds 211,555 shares of SPSM stock, worth $9.91 Million. This represents 3.39% of its overall portfolio holdings.
Number of Shares
211,555
Previous 201,976
4.74%
Holding current value
$9.91 Million
Previous $8.23 Million
9.48%
% of portfolio
3.39%
Previous 3.32%
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$1.12 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.1 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$825 Million1.6% of portfolio
-
Valmark Advisers, Inc.6.26MShares$293 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$288 Million0.05% of portfolio