Spectrum Planning & Advisory Services Inc. Spdr Portfolio S&P 600 Small C Transaction History
Spectrum Planning & Advisory Services Inc.
- $133 Million
- Q2 2025
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 6,434 shares of SPSM stock, worth $301,368. This represents 0.21% of its overall portfolio holdings.
Number of Shares
6,434Holding current value
$301,368% of portfolio
0.21%Shares
4 transactions
Others Institutions Holding SPSM
# of Institutions
969Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.12 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.1 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$825 Million1.6% of portfolio
-
Valmark Advisers, Inc.6.26MShares$293 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$288 Million0.05% of portfolio