Valpey Financial Services, LLC Spdr Portfolio S&P 600 Small C Transaction History
Valpey Financial Services, LLC
- $145 Billion
- Q2 2025
A detailed history of Valpey Financial Services, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Valpey Financial Services, LLC holds 10,087 shares of SPSM stock, worth $463,295. This represents 0.3% of its overall portfolio holdings.
Number of Shares
10,087Holding current value
$463,295% of portfolio
0.3%Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
972Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.09 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.07 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$809 Million1.6% of portfolio
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Valmark Advisers, Inc.6.26MShares$288 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$282 Million0.05% of portfolio