Midland Wealth Advisors LLC Spdr Portfolio S&P 600 Small C Transaction History
Midland Wealth Advisors LLC
- $1.7 Trillion
- Q1 2025
A detailed history of Midland Wealth Advisors LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 1,119,216 shares of SPSM stock, worth $45.4 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
1,119,216
Previous 1,060,850
5.5%
Holding current value
$45.4 Million
Previous $47.7 Billion
4.27%
% of portfolio
2.69%
Previous 2.87%
Shares
6 transactions
Others Institutions Holding SPSM
# of Institutions
978Shares Held
217MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$898 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$854 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$656 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$264 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$225 Million0.05% of portfolio