Kovitz Investment Group Partners, LLC Spdr Portfolio S&P 600 Small C Transaction History
Kovitz Investment Group Partners, LLC
- $21.5 Billion
- Q2 2025
A detailed history of Kovitz Investment Group Partners, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 6,030 shares of SPSM stock, worth $276,957. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,030
Previous 5,736
5.13%
Holding current value
$276,957
Previous $233,000
9.87%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SPSM
# of Institutions
981Shares Held
200MCall 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