Legacy Solutions, LLC Spdr Portfolio S&P 600 Small C Transaction History
Legacy Solutions, LLC
- $111 Billion
- Q3 2025
A detailed history of Legacy Solutions, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Legacy Solutions, LLC holds 76,637 shares of SPSM stock, worth $3.52 Million. This represents 3.19% of its overall portfolio holdings.
Number of Shares
76,637
Previous 76,140
0.65%
Holding current value
$3.52 Million
Previous $3.24 Billion
9.44%
% of portfolio
3.19%
Previous 3.11%
Shares
4 transactions
Others Institutions Holding SPSM
# of Institutions
980Shares 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