Financial Security Advisor, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Financial Security Advisor, Inc.
- $401 Billion
- Q3 2024
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 442,635 shares of SPSM stock, worth $20.8 Million. This represents 5.02% of its overall portfolio holdings.
Number of Shares
442,635
Previous 447,001
0.98%
Holding current value
$20.8 Million
Previous $18.6 Billion
8.51%
% of portfolio
5.02%
Previous 6.22%
Shares
5 transactions
Others Institutions Holding SPSM
# of Institutions
889Shares Held
197MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.05 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$917 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$728 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$289 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$263 Million0.05% of portfolio