Fox Financial, Inc Spdr Portfolio S&P 600 Small C Transaction History
Fox Financial, Inc
- $118 Billion
- Q2 2025
A detailed history of Fox Financial, Inc transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Fox Financial, Inc holds 5,340 shares of SPSM stock, worth $245,266. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,340
Previous 5,350
0.19%
Holding current value
$245,266
Previous $218 Million
4.32%
% of portfolio
0.19%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding SPSM
# of Institutions
975Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.09 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.07 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$809 Million1.6% of portfolio
-
Valmark Advisers, Inc.6.26MShares$288 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$282 Million0.05% of portfolio