Surience Private Wealth LLC Spdr Portfolio S&P 600 Small C Transaction History
Surience Private Wealth LLC
- $103 Million
- Q2 2025
A detailed history of Surience Private Wealth LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Surience Private Wealth LLC holds 234,633 shares of SPSM stock, worth $10.2 Million. This represents 9.75% of its overall portfolio holdings.
Number of Shares
234,633Holding current value
$10.2 Million% of portfolio
9.75%Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
974Shares Held
202MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$982 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$977 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$702 Million1.56% of portfolio
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Valmark Advisers, Inc.6.26MShares$273 Million3.77% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$246 Million0.04% of portfolio