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 $9.31 Million. This represents 3.39% of its overall portfolio holdings.
Number of Shares
211,555
Previous 201,976
4.74%
Holding current value
$9.31 Million
Previous $8.23 Million
9.48%
% of portfolio
3.39%
Previous 3.32%
Shares
8 transactions
Others Institutions Holding SPSM
# of Institutions
973Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$993 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$987 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$710 Million1.56% of portfolio
-
Valmark Advisers, Inc.6.26MShares$276 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$249 Million0.04% of portfolio