Mark Sheptoff Financial Planning, LLC Spdr Portfolio S&P 600 Small C Transaction History
Mark Sheptoff Financial Planning, LLC
- $197 Million
- Q3 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 130 shares of SPSM stock, worth $5,922. This represents 0.0% of its overall portfolio holdings.
Number of Shares
130Holding current value
$5,922% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
1,006Shares Held
205MCall Options Held
47KPut Options Held
1.2K-
Lpl Financial LLC Fort Mill, SC25.6MShares$1.17 Billion0.37% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA23MShares$1.05 Billion2.04% of portfolio
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Betterment LLC New York, NY18.1MShares$827 Million1.66% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA6.36MShares$290 Million0.05% of portfolio
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Morgan Stanley New York, NY5.37MShares$245 Million0.02% of portfolio