Retirement Planning Group Spdr Portfolio S&P 600 Small C Transaction History
Retirement Planning Group
- $1.64 Billion
- Q2 2025
A detailed history of Retirement Planning Group transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Retirement Planning Group holds 8,240 shares of SPSM stock, worth $358,687. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,240
Previous 8,513
3.21%
Holding current value
$358,687
Previous $345,000
1.74%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding SPSM
# of Institutions
974Shares Held
202MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$982 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$977 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$702 Million1.56% of portfolio
-
Valmark Advisers, Inc.6.26MShares$273 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$246 Million0.04% of portfolio