Tpg Financial Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History
Tpg Financial Advisors, LLC
- $226 Million
- Q1 2025
A detailed history of Tpg Financial Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 268,693 shares of SPSM stock, worth $10.5 Million. This represents 4.83% of its overall portfolio holdings.
Number of Shares
268,693
Previous 202,597
32.62%
Holding current value
$10.5 Million
Previous $9.1 Million
19.87%
% of portfolio
4.83%
Previous 3.96%
Shares
29 transactions
Others Institutions Holding SPSM
# of Institutions
965Shares Held
214MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$862 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$819 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$630 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$254 Million0.03% of portfolio
-
Valmark Advisers, Inc.5.85MShares$228 Million3.64% of portfolio