Keystone Financial Group Spdr Portfolio S&P 600 Small C Transaction History
Keystone Financial Group
- $1.07 Billion
- Q2 2025
A detailed history of Keystone Financial Group transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Keystone Financial Group holds 7,230 shares of SPSM stock, worth $332,073. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,230
Previous 6,903
4.74%
Holding current value
$332,073
Previous $281,000
9.25%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding SPSM
# of Institutions
983Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.09 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.07 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$809 Million1.6% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$282 Million0.05% of portfolio
-
Valmark Advisers, Inc.5.32MShares$244 Million3.24% of portfolio