Marion Wealth Management Spdr Portfolio S&P 600 Small C Transaction History
Marion Wealth Management
- $412 Million
- Q3 2025
A detailed history of Marion Wealth Management transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Marion Wealth Management holds 4,494 shares of SPSM stock, worth $207,982. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,494Holding current value
$207,982% of portfolio
0.05%Shares
9 transactions
Others Institutions Holding SPSM
# of Institutions
986Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.1 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.08 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$815 Million1.6% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$285 Million0.05% of portfolio
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Valmark Advisers, Inc.5.32MShares$246 Million3.24% of portfolio