Howe & Rusling Inc Spdr Portfolio S&P 600 Small C Transaction History

Howe & Rusling Inc

$1.18 Billion
Q1 2025

A detailed history of Howe & Rusling Inc transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Howe & Rusling Inc holds 97 shares of SPSM stock, worth $4,455. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,455

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Jun 17, 2025	BUY	$40.03 - $46.81 $3,882 - $4,540	97 New	97 $3,000
Q1 2024 May 15, 2024	BUY	$39.85 - $43.04 $37,100 - $40,070	931 New	931 $40,000

Others Institutions Holding SPSM

# of Institutions

981

Shares Held

200M

Call Options Held

51.7K

Put Options Held

1.2K

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

23.8M
Shares

$1.09 Billion
2.03% of portfolio
Lpl Financial LLC Fort Mill, SC

23.4M
Shares

$1.07 Billion
0.35% of portfolio
Betterment LLC New York, NY

17.6M
Shares

$809 Million
1.6% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.15M
Shares

$282 Million
0.05% of portfolio
Valmark Advisers, Inc.

5.32M
Shares

$244 Million
3.24% of portfolio

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Howe & Rusling Inc, based on Form 13F filings with the SEC.

News

Stay updated on Howe & Rusling Inc with notifications on news.

Account