Global Wealth Strategies & Associates Spdr Portfolio S&P 600 Small C Transaction History
Global Wealth Strategies & Associates
- $330 Billion
- Q1 2025
A detailed history of Global Wealth Strategies & Associates transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 406 shares of SPSM stock, worth $16,686. This represents 0.01% of its overall portfolio holdings.
Number of Shares
406
Previous 406
-0.0%
Holding current value
$16,686
Previous $18.2 Million
9.26%
% of portfolio
0.01%
Previous 0.01%
Shares
1 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