Rkl Wealth Management LLC Spdr Portfolio S&P 600 Small C Transaction History
Rkl Wealth Management LLC
- $1.17 Billion
- Q3 2025
A detailed history of Rkl Wealth Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Rkl Wealth Management LLC holds 517,702 shares of SPSM stock, worth $23.6 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
517,702
Previous 477,974
8.31%
Holding current value
$23.6 Million
Previous $20.4 Million
17.77%
% of portfolio
2.05%
Previous 1.8%
Shares
5 transactions
Others Institutions Holding SPSM
# of Institutions
1,006Shares Held
205MCall Options Held
47KPut Options Held
1.2K-
Lpl Financial LLC Fort Mill, SC25.6MShares$1.17 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA23MShares$1.05 Billion2.04% of portfolio
-
Betterment LLC New York, NY18.1MShares$827 Million1.66% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.36MShares$290 Million0.05% of portfolio
-
Morgan Stanley New York, NY5.37MShares$245 Million0.02% of portfolio