Morningstar Investment Services LLC Spdr Portfolio S&P 600 Small C Transaction History
Morningstar Investment Services LLC
- $9.2 Billion
- Q2 2024
A detailed history of Morningstar Investment Services LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Morningstar Investment Services LLC holds 1,217,457 shares of SPSM stock, worth $54.2 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
1,217,457
Previous 1,238,063
1.66%
Holding current value
$54.2 Million
Previous $53 Million
5.55%
% of portfolio
0.54%
Previous 0.58%
Shares
19 transactions
Others Institutions Holding SPSM
# of Institutions
864Shares Held
192MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$980 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$800 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$652 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$287 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$247 Million0.04% of portfolio