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 $231,013. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,307
Previous 5,746
7.64%
Holding current value
$231,013
Previous $234,000
3.42%
% of portfolio
0.07%
Previous 0.09%
Shares
6 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