Hofer & Associates. Inc Spdr Portfolio S&P 600 Small C Transaction History
Hofer & Associates. Inc
- $153 Million
- Q2 2025
A detailed history of Hofer & Associates. Inc transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Hofer & Associates. Inc holds 107,335 shares of SPSM stock, worth $4.64 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
107,335
Previous 104,755
2.46%
Holding current value
$4.64 Million
Previous $4.27 Million
7.1%
% of portfolio
2.99%
Previous 2.9%
Shares
15 transactions
Others Institutions Holding SPSM
# of Institutions
976Shares Held
201MCall Options Held
64.8KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$976 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$970 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$698 Million1.56% of portfolio
-
Valmark Advisers, Inc.6.26MShares$271 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$244 Million0.04% of portfolio