Spectrum Planning & Advisory Services Inc. Spdr Portfolio S&P 600 Small C Transaction History
Spectrum Planning & Advisory Services Inc.
- $113 Million
- Q4 2024
A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 5,449 shares of SPSM stock, worth $251,525. This represents 0.22% of its overall portfolio holdings.
Number of Shares
5,449
Previous 5,988
9.0%
Holding current value
$251,525
Previous $272,000
10.29%
% of portfolio
0.22%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding SPSM
# of Institutions
914Shares Held
204MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.02 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$900 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$714 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$284 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$258 Million0.05% of portfolio