Lee Kelleher Wealth Management Spdr Portfolio S&P 600 Small C Transaction History
Lee Kelleher Wealth Management
- $162 Billion
- Q3 2025
A detailed history of Lee Kelleher Wealth Management transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Lee Kelleher Wealth Management holds 32,643 shares of SPSM stock, worth $1.5 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
32,643
Previous 32,643
-0.0%
Holding current value
$1.5 Million
Previous $1.39 Billion
8.73%
% of portfolio
0.93%
Previous 0.92%
Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
978Shares Held
198MCall 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