Strategic Financial Concepts, LLC Spdr Portfolio S&P 600 Small C Transaction History
Strategic Financial Concepts, LLC
- $549 Billion
- Q4 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 4,423,316 shares of SPSM stock, worth $204 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
4,423,316
Previous 86,957
4986.79%
Holding current value
$204 Million
Previous $3.96 Billion
57.09%
% of portfolio
1.13%
Previous 1.26%
Shares
7 transactions
Others Institutions Holding SPSM
# of Institutions
910Shares Held
203MCall 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