Sage Financial Management Group, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Sage Financial Management Group, Inc.
- $276 Million
- Q1 2025
A detailed history of Sage Financial Management Group, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 78,055 shares of SPSM stock, worth $3.04 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
78,055
Previous 79,249
1.51%
Holding current value
$3.04 Million
Previous $3.56 Million
10.62%
% of portfolio
1.15%
Previous 1.32%
Shares
8 transactions
Others Institutions Holding SPSM
# of Institutions
967Shares Held
218MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$862 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$819 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$630 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$254 Million0.03% of portfolio
-
Valmark Advisers, Inc.5.85MShares$228 Million3.64% of portfolio