Tower View Investment Management & Research LLC Spdr Portfolio S&P 600 Small C Transaction History

Tower View Investment Management & Research LLC

$185 Million
Q3 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 05, 2025	SELL	$44.33 - $49.55 $2,925 - $3,270	-66 Reduced 40.74%	96 $4,000
Q3 2024 Oct 24, 2024	BUY	$41.02 - $46.01 $6,645 - $7,453	162 New	162 $7,000

Others Institutions Holding SPSM

# of Institutions

1,006

Shares Held

205M

Call Options Held

47K

Put Options Held

1.2K

Lpl Financial LLC Fort Mill, SC

25.6M
Shares

$1.17 Billion
0.37% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

23M
Shares

$1.05 Billion
2.04% of portfolio
Betterment LLC New York, NY

18.1M
Shares

$827 Million
1.66% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.36M
Shares

$290 Million
0.05% of portfolio
Morgan Stanley New York, NY

5.37M
Shares

$245 Million
0.02% of portfolio

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