Pacific Sun Financial Corp Spdr Portfolio S&P 600 Small C Transaction History
Pacific Sun Financial Corp
- $181 Million
- Q2 2025
A detailed history of Pacific Sun Financial Corp transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Pacific Sun Financial Corp holds 12,634 shares of SPSM stock, worth $546,420. This represents 0.3% of its overall portfolio holdings.
Number of Shares
12,634
Previous 12,804
1.33%
Holding current value
$546,420
Previous $519,000
3.66%
% of portfolio
0.3%
Previous 0.31%
Shares
7 transactions
Others Institutions Holding SPSM
# of Institutions
970Shares Held
202MCall Options Held
64.8KPut Options Held
5.8K-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.01 Billion0.35% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$976 Million1.98% of portfolio
-
Betterment LLC New York, NY16.1MShares$698 Million1.56% of portfolio
-
Valmark Advisers, Inc.6.26MShares$271 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$266 Million0.05% of portfolio