Thurston, Springer, Miller, Herd & Titak, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Thurston, Springer, Miller, Herd & Titak, Inc.

$46.2 Million
Q3 2025

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$35.35 - $42.68 $28,138 - $33,973	796 Added 110.4%	1,517 $64,000
Q3 2024 Oct 11, 2024	SELL	$41.02 - $46.01 $1,640 - $1,840	-40 Reduced 5.26%	721 $32,000
Q2 2024 Jul 05, 2024	BUY	$39.75 - $43.15 $30,249 - $32,837	761 New	761 $31,000

Others Institutions Holding SPSM

# of Institutions

986

Shares Held

199M

Call Options Held

51.7K

Put Options Held

1.2K

Financial Engines Advisors L.L.C. Santa Clara, CA

23.8M
Shares

$1.1 Billion
2.03% of portfolio
Lpl Financial LLC Fort Mill, SC

23.4M
Shares

$1.08 Billion
0.35% of portfolio
Betterment LLC New York, NY

17.6M
Shares

$815 Million
1.6% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.15M
Shares

$285 Million
0.05% of portfolio
Valmark Advisers, Inc.

5.32M
Shares

$246 Million
3.24% of portfolio

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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