Impact Partnership Wealth, LLC Spdr Portfolio S&P 600 Small C Transaction History
Impact Partnership Wealth, LLC
- $542 Billion
- Q2 2025
A detailed history of Impact Partnership Wealth, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 385,013 shares of SPSM stock, worth $16.7 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
385,013
Previous 350,684
9.79%
Holding current value
$16.7 Million
Previous $14.3 Billion
14.75%
% of portfolio
3.02%
Previous 3.05%
Shares
9 transactions
Others Institutions Holding SPSM
# of Institutions
970Shares Held
202MCall Options Held
64.8KPut Options Held
5.8K-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.01 Billion0.35% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$976 Million1.98% 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, CA6.15MShares$266 Million0.05% of portfolio