High Note Wealth, LLC Spdr Portfolio S&P 600 Small C Transaction History

High Note Wealth, LLC

$377 Million
Q4 2024

A detailed history of High Note Wealth, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, High Note Wealth, LLC holds 28 shares of SPSM stock, worth $1,136. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,136

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Apr 01, 2025	BUY	$44.33 - $49.55 $1,241 - $1,387	28 New	28 $1,000

Others Institutions Holding SPSM

# of Institutions

981

Shares Held

217M

Call Options Held

94.2K

Put Options Held

14.4K

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

22.1M
Shares

$898 Million
2.1% of portfolio
Lpl Financial LLC Fort Mill, SC

21M
Shares

$854 Million
0.4% of portfolio
Betterment LLC New York, NY

16.2M
Shares

$656 Million
1.75% of portfolio
Bank Of America Corp Charlotte, NC

6.51M
Shares

$264 Million
0.03% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.54M
Shares

$225 Million
0.05% of portfolio

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

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High Note Wealth, LLC Spdr Portfolio S&P 600 Small C Transaction History