Roman Butler Fullerton & CO Spdr Portfolio S&P 600 Small C Transaction History
Roman Butler Fullerton & CO
- $318 Million
- Q2 2025
A detailed history of Roman Butler Fullerton & CO transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Roman Butler Fullerton & CO holds 5,307 shares of SPSM stock, worth $243,750. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,307
Previous 5,746
7.64%
Holding current value
$243,750
Previous $234,000
3.42%
% of portfolio
0.07%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding SPSM
# of Institutions
978Shares Held
198MCall 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
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$282 Million0.05% of portfolio
-
Valmark Advisers, Inc.5.32MShares$244 Million3.24% of portfolio