Gwn Securities Inc. Spdr Portfolio S&P 600 Small C Transaction History

Gwn Securities Inc.

$1.77 Trillion
Q1 2025

A detailed history of Gwn Securities Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Gwn Securities Inc. holds 11,316 shares of SPSM stock, worth $467,124. This represents 0.03% of its overall portfolio holdings.

Number of Shares

11,316

Holding current value

$467,124

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$40.03 - $46.81 $452,979 - $529,701	11,316 New	11,316 $461 Million

Others Institutions Holding SPSM

# of Institutions

967

Shares Held

201M

Call Options Held

64.8K

Put Options Held

5.8K

Financial Engines Advisors L.L.C. Santa Clara, CA

22.6M
Shares

$931 Million
1.98% of portfolio
Lpl Financial LLC Fort Mill, SC

22.4M
Shares

$926 Million
0.37% of portfolio
Betterment LLC New York, NY

16.1M
Shares

$666 Million
1.56% of portfolio
Valmark Advisers, Inc.

5.85M
Shares

$241 Million
3.64% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.65M
Shares

$233 Million
0.04% of portfolio

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Gwn Securities Inc. Spdr Portfolio S&P 600 Small C Transaction History