Strategic Asset Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Strategic Asset Management, LLC
- $57.7 Million
- Q3 2022
A detailed history of Strategic Asset Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Strategic Asset Management, LLC holds 5,065 shares of SPSM stock, worth $232,635. This represents 0.3% of its overall portfolio holdings.
Number of Shares
5,065
Previous 5,288
4.22%
Holding current value
$232,635
Previous $190,000
8.95%
% of portfolio
0.3%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding SPSM
# of Institutions
980Shares Held
198MCall 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
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$282 Million0.05% of portfolio
-
Valmark Advisers, Inc.5.32MShares$244 Million3.24% of portfolio