Valley Financial Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
A detailed history of Valley Financial Management, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Valley Financial Management, Inc. holds 149,771 shares of SPSM stock, worth $6.82 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
149,771
Previous 67,509
121.85%
Holding current value
$6.82 Million
Previous $2.55 Billion
128.14%
% of portfolio
3.01%
Previous 1.58%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
1,006Shares Held
205MCall Options Held
47KPut Options Held
1.2K-
Lpl Financial LLC Fort Mill, SC25.6MShares$1.17 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA23MShares$1.05 Billion2.04% of portfolio
-
Betterment LLC New York, NY18.1MShares$827 Million1.66% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.36MShares$290 Million0.05% of portfolio
-
Morgan Stanley New York, NY5.37MShares$245 Million0.02% of portfolio