Kelman Lazarov, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Kelman Lazarov, Inc.

$624 Million
Q3 2025

A detailed history of Kelman Lazarov, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 4,989 shares of SPSM stock, worth $227,298. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,989

Holding current value

$227,298

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 12, 2025	BUY	$42.26 - $47.16 $210,835 - $235,281	4,989 New	4,989 $231,000

Others Institutions Holding SPSM

# of Institutions

1,006

Shares Held

205M

Call Options Held

36.7K

Put Options Held

1.2K

Lpl Financial LLC Fort Mill, SC

25.6M
Shares

$1.17 Billion
0.37% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

23.8M
Shares

$1.09 Billion
2.03% of portfolio
Betterment LLC New York, NY

18.1M
Shares

$827 Million
1.66% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.36M
Shares

$290 Million
0.05% of portfolio
Morgan Stanley New York, NY

5.37M
Shares

$245 Million
0.02% of portfolio

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About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Kelman Lazarov, Inc. Spdr Portfolio S&P 600 Small C Transaction History