Financial Security Advisor, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Financial Security Advisor, Inc.
- $434 Billion
- Q2 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 325,882 shares of SPSM stock, worth $14.3 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
325,882
Previous 340,146
4.19%
Holding current value
$14.3 Million
Previous $13.9 Billion
0.13%
% of portfolio
3.2%
Previous 3.52%
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