Level Four Advisory Services, LLC Spdr Portfolio S&P 600 Small C Transaction History
Level Four Advisory Services, LLC
- $2.66 Billion
- Q3 2025
A detailed history of Level Four Advisory Services, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 50,670 shares of SPSM stock, worth $2.37 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
50,670
Previous 50,832
0.32%
Holding current value
$2.37 Million
Previous $2.17 Million
8.41%
% of portfolio
0.09%
Previous 0.09%
Shares
9 transactions
Others Institutions Holding SPSM
# of Institutions
1,005Shares Held
203MCall Options Held
51.7KPut Options Held
1.2K-
Lpl Financial LLC Fort Mill, SC25.6MShares$1.2 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.12 Billion2.03% of portfolio
-
Betterment LLC New York, NY18.1MShares$850 Million1.66% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.36MShares$298 Million0.05% of portfolio
-
Valmark Advisers, Inc.5.32MShares$249 Million3.24% of portfolio