Lpl Financial LLC Spdr Portfolio S&P 600 Small C Transaction History
Lpl Financial LLC
- $246 Billion
- Q1 2025
A detailed history of Lpl Financial LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Lpl Financial LLC holds 22,433,333 shares of SPSM stock, worth $977 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
22,433,333
Previous 21,025,887
6.69%
Holding current value
$977 Million
Previous $944 Million
3.19%
% of portfolio
0.37%
Previous 0.4%
Shares
32 transactions
Others Institutions Holding SPSM
# of Institutions
974Shares Held
202MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$982 Million1.98% of portfolio
-
Betterment LLC New York, NY16.1MShares$702 Million1.56% of portfolio
-
Valmark Advisers, Inc.6.26MShares$273 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$246 Million0.04% of portfolio
-
Morgan Stanley New York, NY4.98MShares$217 Million0.01% of portfolio