Montag A & Associates Inc Spdr Portfolio S&P 600 Small C Transaction History
Montag A & Associates Inc
- $2.02 Billion
- Q2 2025
A detailed history of Montag A & Associates Inc transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Montag A & Associates Inc holds 755 shares of SPSM stock, worth $34,941. This represents 0.0% of its overall portfolio holdings.
Number of Shares
755
Previous 755
-0.0%
Holding current value
$34,941
Previous $30,000
6.67%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
989Shares Held
200MCall 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
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$285 Million0.05% of portfolio
-
Valmark Advisers, Inc.5.32MShares$246 Million3.24% of portfolio