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 $378,463. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,240
Previous 8,513
3.21%
Holding current value
$378,463
Previous $345,000
1.74%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding SPSM
# of Institutions
975Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.09 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.07 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$809 Million1.6% of portfolio
-
Valmark Advisers, Inc.6.26MShares$288 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$282 Million0.05% of portfolio