Sunburst Financial Group, LLC Spdr Portfolio S&P 600 Small C Transaction History
Sunburst Financial Group, LLC
- $427 Million
- Q2 2025
A detailed history of Sunburst Financial Group, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Sunburst Financial Group, LLC holds 15,246 shares of SPSM stock, worth $659,389. This represents 0.15% of its overall portfolio holdings.
Number of Shares
15,246
Previous 15,235
0.07%
Holding current value
$659,389
Previous $620,000
4.68%
% of portfolio
0.15%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding SPSM
# of Institutions
976Shares Held
201MCall Options Held
64.8KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$976 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$970 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$698 Million1.56% of portfolio
-
Valmark Advisers, Inc.6.26MShares$271 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$244 Million0.04% of portfolio