Lpl Financial LLC Spdr Portfolio S&P 600 Small C Transaction History
Lpl Financial LLC
- $283 Billion
- Q2 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 23,401,632 shares of SPSM stock, worth $1.01 Billion. This represents 0.35% of its overall portfolio holdings.
Number of Shares
23,401,632
Previous 22,433,333
4.32%
Holding current value
$1.01 Billion
Previous $914 Million
9.03%
% of portfolio
0.35%
Previous 0.37%
Shares
33 transactions
Others Institutions Holding SPSM
# of Institutions
966Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.03 Billion2.03% of portfolio
-
Betterment LLC New York, NY17.6MShares$762 Million1.6% of portfolio
-
Valmark Advisers, Inc.6.26MShares$271 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$266 Million0.05% of portfolio
-
Morgan Stanley New York, NY4.91MShares$212 Million0.01% of portfolio