Guardian Wealth Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History
Guardian Wealth Advisors, LLC
- $176 Million
- Q3 2025
A detailed history of Guardian Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 4,662 shares of SPSM stock, worth $214,125. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,662
Previous 4,922
5.28%
Holding current value
$214,125
Previous $209,000
2.87%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
981Shares Held
200MCall 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
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$282 Million0.05% of portfolio
-
Valmark Advisers, Inc.5.32MShares$244 Million3.24% of portfolio