Interchange Capital Partners, LLC Spdr Portfolio S&P 600 Small C Transaction History
Interchange Capital Partners, LLC
- $417 Million
- Q2 2025
Shares
7 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
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Valmark Advisers, Inc.6.26MShares$271 Million3.77% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$266 Million0.05% of portfolio