Quaker Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Quaker Wealth Management, LLC
- $268 Million
- Q1 2025
A detailed history of Quaker Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Quaker Wealth Management, LLC holds 144 shares of SPSM stock, worth $6,336. This represents 0.0% of its overall portfolio holdings.
Number of Shares
144Holding current value
$6,336% of portfolio
0.0%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
Others Institutions Holding SPSM
# of Institutions
973Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$993 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$987 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$710 Million1.56% of portfolio
-
Valmark Advisers, Inc.6.26MShares$276 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$249 Million0.04% of portfolio