Lee Kelleher Wealth Management Spdr Portfolio S&P 600 Small C Transaction History
Lee Kelleher Wealth Management
- $136 Billion
- Q1 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 $1.32 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
32,643
Previous 32,643
-0.0%
Holding current value
$1.32 Million
Previous $1.47 Billion
9.26%
% of portfolio
0.98%
Previous 1.04%
Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
967Shares Held
201MCall Options Held
64.8KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$915 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$910 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$654 Million1.56% of portfolio
-
Valmark Advisers, Inc.5.85MShares$237 Million3.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$229 Million0.04% of portfolio