Golden State Equity Partners Spdr Portfolio S&P 600 Small C Transaction History
Golden State Equity Partners
- $491 Million
- Q1 2025
A detailed history of Golden State Equity Partners transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Golden State Equity Partners holds 49,808 shares of SPSM stock, worth $2.05 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
49,808
Previous 44,395
12.19%
Holding current value
$2.05 Million
Previous $1.99 Million
1.81%
% of portfolio
0.41%
Previous 0.39%
Shares
8 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