Intrepid Financial Planning Group LLC Spdr Portfolio S&P 600 Small C Transaction History
Intrepid Financial Planning Group LLC
- $224 Million
- Q2 2025
A detailed history of Intrepid Financial Planning Group LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 6,987 shares of SPSM stock, worth $324,755. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,987
Previous 6,809
2.61%
Holding current value
$324,755
Previous $277,000
7.22%
% of portfolio
0.13%
Previous 0.13%
Shares
12 transactions
Others Institutions Holding SPSM
# of Institutions
967Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.11 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.09 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$819 Million1.6% of portfolio
-
Valmark Advisers, Inc.6.26MShares$291 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$286 Million0.05% of portfolio