Landmark Wealth Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Landmark Wealth Management, Inc.
- $233 Billion
- Q2 2025
A detailed history of Landmark Wealth Management, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Landmark Wealth Management, Inc. holds 82,344 shares of SPSM stock, worth $3.83 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
82,344
Previous 45,799
79.79%
Holding current value
$3.83 Million
Previous $1.87 Billion
87.91%
% of portfolio
1.5%
Previous 0.89%
Shares
5 transactions
Others Institutions Holding SPSM
# of Institutions
971Shares 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