Morningstar Investment Management LLC Spdr Portfolio S&P 600 Small C Transaction History
Morningstar Investment Management LLC
- $1.27 Billion
- Q4 2024
A detailed history of Morningstar Investment Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Morningstar Investment Management LLC holds 127,586 shares of SPSM stock, worth $5.94 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
127,586Holding current value
$5.94 Million% of portfolio
0.45%Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
924Shares Held
206MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.03 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$908 Million0.41% of portfolio
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Betterment LLC New York, NY15.5MShares$720 Million1.69% of portfolio
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Bank Of America Corp Charlotte, NC6.15MShares$286 Million0.02% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$258 Million0.05% of portfolio