Midland Wealth Advisors LLC Spdr Portfolio S&P 600 Small C Transaction History
Midland Wealth Advisors LLC
- $1.81 Trillion
- Q2 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 1,162,250 shares of SPSM stock, worth $53.4 Million. This represents 2.74% of its overall portfolio holdings.
Number of Shares
1,162,250
Previous 1,119,216
3.85%
Holding current value
$53.4 Million
Previous $45.6 Billion
8.53%
% of portfolio
2.74%
Previous 2.69%
Shares
7 transactions
Others Institutions Holding SPSM
# of Institutions
981Shares Held
200MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.09 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.07 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$809 Million1.6% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$282 Million0.05% of portfolio
-
Valmark Advisers, Inc.5.32MShares$244 Million3.24% of portfolio