Sterling Wealth Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Sterling Wealth Management, Inc.
- $271 Billion
- Q4 2024
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 $332,717. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,975
Previous 7,975
-0.0%
Holding current value
$332,717
Previous $363 Million
1.3%
% of portfolio
0.13%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding SPSM
# of Institutions
976Shares Held
216MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$923 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$877 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$674 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$272 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$231 Million0.05% of portfolio