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 $9.64 Million. This represents 3.39% of its overall portfolio holdings.
Number of Shares
211,555
Previous 201,976
4.74%
Holding current value
$9.64 Million
Previous $8.23 Million
9.48%
% of portfolio
3.39%
Previous 3.32%
Shares
8 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