Sterling Wealth Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Sterling Wealth Management, Inc.
- $293 Billion
- Q2 2025
A detailed history of Sterling Wealth Management, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 7,975 shares of SPSM stock, worth $366,291. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,975
Previous 7,975
-0.0%
Holding current value
$366,291
Previous $358 Million
5.16%
% of portfolio
0.12%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding SPSM
# of Institutions
975Shares Held
199MCall 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
-
Valmark Advisers, Inc.6.26MShares$288 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$282 Million0.05% of portfolio