Wall Capital Group, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Wall Capital Group, Inc.
- $88.2 Million
- Q4 2023
A detailed history of Wall Capital Group, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wall Capital Group, Inc. holds 236,443 shares of SPSM stock, worth $10.8 Million. This represents 11.3% of its overall portfolio holdings.
Number of Shares
236,443
Previous 138,972
70.14%
Holding current value
$10.8 Million
Previous $5.13 Million
94.48%
% of portfolio
11.3%
Previous 7.34%
Shares
3 transactions
Others Institutions Holding SPSM
# of Institutions
1,007Shares Held
206MCall 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