First Republic Investment Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History
First Republic Investment Management, Inc.
- $34.7 Billion
- Q3 2023
A detailed history of First Republic Investment Management, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 232,940 shares of SPSM stock, worth $9.57 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
232,940
Previous 255,707
8.9%
Holding current value
$9.57 Million
Previous $9.93 Million
13.45%
% of portfolio
0.02%
Previous 0.05%
Shares
19 transactions
Others Institutions Holding SPSM
# of Institutions
967Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$927 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$922 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$663 Million1.56% of portfolio
-
Valmark Advisers, Inc.5.85MShares$240 Million3.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$232 Million0.04% of portfolio