Financial Security Advisor, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Financial Security Advisor, Inc.
- $470 Billion
- Q3 2025
A detailed history of Financial Security Advisor, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Financial Security Advisor, Inc. holds 311,612 shares of SPSM stock, worth $14.2 Million. This represents 3.07% of its overall portfolio holdings.
Number of Shares
311,612
Previous 325,882
4.38%
Holding current value
$14.2 Million
Previous $13.9 Billion
3.97%
% of portfolio
3.07%
Previous 3.2%
Shares
9 transactions
Others Institutions Holding SPSM
# of Institutions
1,006Shares Held
205MCall 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