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 $6.19 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
149,771
Previous 67,509
121.85%
Holding current value
$6.19 Million
Previous $2.55 Billion
128.14%
% of portfolio
3.01%
Previous 1.58%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
802Shares Held
185MCall Options Held
91.7KPut Options Held
2.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.6MShares$891 Million2.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$718 Million0.41% of portfolio
-
Betterment LLC New York, NY13.2MShares$544 Million1.52% of portfolio
-
Bank Of America Corp Charlotte, NC6.93MShares$286 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.14MShares$254 Million0.07% of portfolio